Jain Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 144836
- Website
- www.jaincap.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI45.18%
- Pension & Profit Sharing Plans24.03%
- Individuals15.88%
- Corporations / Businesses14.91%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Jain Capital Management LLC is a small, privately owned investment adviser focused on discretionary portfolio management for individuals, families and small businesses. The firm runs a concentrated book of business and leans heavily on pooled public funds as the primary vehicle for client exposure. Its fee model includes both a percentage-of-AUM fee and performance-based fees, which suggests an active approach to portfolio construction and the potential for incentive-aligned strategies on select client mandates. Service offering centers on bespoke portfolio management rather than institutional consulting or broad advisory platforms. Custody and execution are consolidated through Interactive Brokers, indicating a preference for a low-cost, brokerage-driven custody relationship that supports mutual fund and liquid market transactions.
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
- Public Funds/Mutual Funds95%
- Derivatives5%
Contacts
1 of 1Sandeep Jain
Principal OfficerCRD 5397638
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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