JADIAN CAPITAL, LP

RIASEC RegisteredEst. 2018
Total AUM
$3B
Discretionary
$2.9B
97% of AUM
Avg account
$70.6M
Accounts
43
Employees
23
Advisory reps
4

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
291946
Registered since
May 31, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Jadian Capital, LP is a limited partnership registered with the SEC in 2018 that positions itself as a manager and sponsor focused on real estate strategies for institutional investors. The firm functions as a portfolio manager for pooled investment vehicles and is active as a sponsor/GP or managing member of pooled vehicles, and it also has CPO/CTA business activities. Fee arrangements combine a percentage-of-AUM model with performance-based fees. Jadian identifies as a domestic entity/individual owner type, does not market itself as an ESG investor, and is not a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

2 of 2
  • BRYAN LAPLANT

    General Counsel and Chief Compliance OfficerCRD 7553855

  • MORGAN WILWOL

    Chief Financial OfficerCRD 5152530

Contacts

2 of 2
  • AMAN KAPADIA

    PartnerCRD 7153009

  • JARRET COHEN

    Managing Partner and FounderCRD 4565104

Wealth teams

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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

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
4 Star Pt
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth