JCP INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2019
Total AUM
$252M
Discretionary
$252M
100% of AUM
Avg account
$8.1M
Accounts
31
Employees
6
Advisory reps
6

Firm details

Headquarters
HOUSTON, Texas
CRD number
150635
Registered since
April 23, 2019
Website
jcpinv.com
Custodians
CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI54.87%
  • Pooled Investment Vehicles45.13%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

JCP Investment Management, LLC is a privately owned hedge fund-style advisory firm that registered with the SEC in 2019. The firm operates as a limited liability company under individual ownership and serves both high-net-worth individuals and institutional clients. Its advisory mandate includes portfolio management for individuals and small businesses as well as management of pooled investment vehicles; it also sponsors and acts as general partner or managing member for those pooled vehicles. The firm charges a mix of asset-based fees and performance-linked fees, reflecting a typical hedge fund compensation model. JCP is not flagged as an active ESG investor and is not positioned as a third-party capital allocator — it appears to manage proprietary strategies and pooled funds directly rather than acting primarily as an allocator to outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 81%, Cash & Cash Equivalents 17%, US Government Bonds 2%81%
  • Exchange Traded Equities81%
  • Cash & Cash Equivalents17%
  • US Government Bonds2%

Owners & executives

1 of 1
  • MATTHEW POWALSKI

    CFOCRD 7421488

Contacts

3 of 5
  • Taylor Rhyne

    Senior Operations OfficerCRD 7923176

  • Jacob Saour

    Managing MemberCRD 7859781

  • JAMES PAPPAS

    ChairCRD 4858317

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$33.7M in ETFs

Passive

100%

$33.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$33.2M50,94498.52%

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1177 West Loop S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth