J.P. Capital Management, Inc.

Overview

J.P. Capital Management, Inc. is a small privately owned advisory firm that serves individual and family clients, with a stated business activity as a commodity pool operator or commodity trading advisor (CPO/CTA) and advisory work focused on portfolio management for individuals and small businesses. Ownership is held by an individual and the firm uses a mix of fee arrangements — percentage of assets under management, hourly billing, fixed fees and performance-based fees — indicating flexibility in client billing and the potential for incentive-driven mandates. The firm does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives