JAM Capital Partners

RIASEC Registered
Total AUM
$64.9M
Discretionary
$64.9M
100% of AUM
Avg account
$4.1M
Accounts
16
Employees
3
Advisory reps
1

Firm details

Headquarters
St Simons Island, Georgia
CRD number
161949
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

JAM Capital Partners is organized as a limited liability company that functions primarily as a private equity fund manager serving institutional clients. The firm provides portfolio management across multiple client types, including individuals and small businesses, pooled investment vehicles, and business or institutional accounts. Its compensation model combines a percentage-of-assets-under-management component with performance-based fees, a structure consistent with private fund management. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant. Advisory activities emphasize direct portfolio management rather than brokerage or custodial services.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • John Mccallum

    John Mccallum

    Managing PartnerCRD 5300369

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

St Simons Island, GA

Glynn

Location

St Simons Island, GA

Headquartered in St Simons Island, GA, in the South of the United States.

Region
South
County
Glynn
Address
1731 Demere Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth