JASMIJN CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2018
Total AUM
$71M
Discretionary
$71M
100% of AUM
Avg account
$285K
Accounts
249
Employees
4
Advisory reps
2

Firm details

Headquarters
HIGHLAND, Utah
CRD number
127066
Registered since
February 27, 2018
Custodians
AXOS CLEARING LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, Private Funds 8%, Cash & Cash Equivalents 8%84%
  • Exchange Traded Equities84%
  • Private Funds8%
  • Cash & Cash Equivalents8%

Contacts

2 of 2
  • DAVID MELLING

    FounderCRD 2155672

  • JORDAN SCHWARTZ

    IARCRD 6680759

Wealth teams

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth