TJ Capital Holdings LLC
Firm details
- Headquarters
- ,
- CRD number
- 122863
- 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 operates as a small, fixed-income–leaning registered investment adviser serving a mix of individual/family and institutional clients. The firm provides portfolio management for both individuals and small businesses as well as for businesses or institutions. Its fee structure combines a percentage of assets under management with the potential for performance-based fees, indicating arrangements that reward outperformance alongside asset-based billing. Investment activity shows a clear preference for capital preservation and income: the largest share of client assets is allocated to U.S. government debt, and the firm lists fixed-income as its stated preference. TJ Capital Holdings LLC is not positioned as a multi-state adviser or pension consultant and reports no active ESG program. It does not act as a capital allocator and is not identified as a related adviser to another firm.
Assets & Accounts
Investments & Alternatives
Location & Offices
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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