James A. Jimenez

Overview

James A. Jimenez operates as a sole proprietorship and is organized as an institutional RIA focused on serving institutional clients. The practice is owned and led by James A. Jimenez and is state-registered in California. The firm positions itself as a capital allocator, with a core advisory activity of selecting and placing capital with other advisers and external managers rather than running extensive in-house discretionary strategies. Compensation is charged as a percentage of assets under management. The adviser does not describe itself as an ESG investor, does not act as a pension consultant, and is not set up as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices