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 a small, owner-operated RIA focused on discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and manages a concentrated equity-oriented book that emphasizes exchange-traded products. It is registered with the SEC (since 2018) and is structured as a limited liability company with an individual owner. The client base is primarily individual and family investors; the firm does not identify as an active ESG investor and is not set up as a multi-state adviser. Investment activity centers on equities delivered through separately managed accounts and exchange-traded vehicles, with supplementary allocations to mutual funds, annuities and several categories of alternatives (real estate, managed futures and commodities). Jasmijn Capital’s business model leans toward discretionary management rather than one-off financial planning or pension consulting.
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 2DAVID 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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