JAMES EQUITY MANAGEMENT, LLC

Overview

James Equity Management, LLC is a limited liability company that operates as a capital allocator and adviser who selects other external managers. The firm charges a percentage-of-AUM fee but does not report direct asset-management activity or an active client roster. Its stated advisory function centers on sourcing and recommending third‑party managers rather than operating as a high‑turnover stock shop. The firm does not identify as an active ESG investor, is not positioned as a multi‑state adviser, and is not listed as a pension consultant or related adviser. The combination of “selection of other advisers” with allocations to external alternatives suggests a multi‑manager, due‑diligence orientation: sourcing hedge funds and real estate strategies from outside managers and packaging them into client solutions or allocation recommendations.

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Location & Offices