AJ CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2018
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$64.3M
Accounts
41
Employees
112
Advisory reps
4

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
291880
Registered since
April 30, 2018
Website
ajcpt.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AJ Capital Management LLC is a real-estate-focused investment firm that manages pooled investment vehicles for institutional clients. The firm is structured as an LLC and has been SEC-registered since 2018. Its business model centers on acting as sponsor, general partner and managing member of pooled funds rather than operating as a traditional outsourced allocator. Fee terms combine a percentage-of-AUM charge with performance-based fees. The firm identifies as an active ESG investor and its advisory activity is focused on portfolio management for pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BENJAMIN WEPRIN

    Founder & CEOCRD 3092429

Contacts

3 of 3
  • ANDREW WEPRIN

    PartnerCRD 6927368

  • DENVER IGNACIO

    CRD 5050205

  • ERIC HASSBERGER

    PresidentCRD 6927370

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NASHVILLE, TN

DAVIDSON

Location

NASHVILLE, TN

Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
DAVIDSON
Address
429 Chestnut St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth