Jasmijn Capital Management, LLC
Firm details
- Headquarters
- Highland, Utah
- CRD number
- 127066
- Registered since
- February 27, 2018
- Website
- investor.com
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Jasmijn Capital Management, LLC is an independent, individual-owned RIA organized as an LLC that provides portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and lists individual and family clients as its primary clientele. It is state-registered in California, Colorado, New Mexico and Utah and reports an affiliation with an insurance company. The adviser does not identify as an active ESG investor, is not a capital allocator to external managers, and focuses its advisory services on discretionary portfolio management rather than pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities84%
- Private Funds8%
- Cash & Cash Equivalents8%
Contacts
2 of 2
David Melling
FounderCRD 2155672

Jordan Schwartz
IARCRD 6680759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Highland, UT
Utah
Location
Highland, UT
Headquartered in Highland, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Utah
- Address
- 5917 W 10925 N
- Time zone
- MT (UTC-7)
- Office locations
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