Jackalope Capital

Overview

Jackalope Capital operates as a Registered Investment Advisor, primarily catering to high-net-worth individuals (HNWIs) and families. The firm provides a range of advisory services, including financial planning and portfolio management tailored for individuals and small businesses. While the majority of its client base is domestic, Jackalope Capital also manages assets for international clients. The firm has experienced a decline in assets under management, with a decrease of approximately 10% over the past year. Currently, Jackalope Capital manages $4.3 million on a discretionary basis and employs a small team, with one individual actively engaged in advisory roles. The firm's client composition has slightly shifted, with HNWIs now representing 98% of its total assets under management, down from 99% the previous year. Jackalope Capital operates as an independent RIA and follows a fee structure based on a percentage of assets under management and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices