TJ Capital Holdings LLC
Firm details
- Headquarters
- ,
- CRD number
- 122863
- Website
- tjcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses90.38%
- HNWI8.57%
- Individuals1.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
TJ Capital Holdings LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual/family clients and institutional clients, providing portfolio management for individuals and small businesses as well as for businesses or institutions. Its fee model includes both a percentage-of-assets component and the ability to charge performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser in the available data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds80%
- Cash & Cash Equivalents18%
- Non-Exchange Traded Equities2%
Contacts
2 of 2Xing Su
General PartnerCRD 4031195
Yafu Guo
Portfolio ManagerCRD 2702006
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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