JCM FUND MANAGER, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PLYMOUTH, Massachusetts
CRD number
173656
Registered since
August 18, 2017

Firm profile

FINTRX

Overview

JCM Fund Manager, LLC is an SEC-registered investment adviser organized as a limited liability company and operating primarily as the sponsor and general partner of pooled investment vehicles. The firm’s public filings show a concentrated focus on private real estate investing: its adviser activity centers on managing at least one closed or pooled real estate vehicle rather than providing broad retail advisory services. Affiliations with a trust company and an insurance company indicate the firm can use institutional structuring and fiduciary relationships to support fund administration, custody or capital deployment for its pooled vehicle business. The firm is not identified as an active ESG investor, is not multi-state in its adviser designation, and does not present itself in filings as a pension consultant or a capital allocator to other managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • RICHARD JOYAL

    PrincipalCRD 2381353

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PLYMOUTH, MA

PLYMOUTH

Location

PLYMOUTH, MA

Headquartered in PLYMOUTH, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
PLYMOUTH
Address
50 Resnik Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth