JCSD CAPITAL, LLC
Firm details
- Headquarters
- WALNUT CREEK, California
- CRD number
- 163084
- Registered since
- March 17, 2016
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles87.79%
- HNWI12.21%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Jcsd Capital, LLC is an SEC-registered investment manager (since 2016) organized as an LLC that operates as a multifaceted fund manager, running hedge fund and private equity strategies alongside pooled investment vehicles. The firm serves both individual/family and institutional clients and charges a mix of asset-based fees and performance-linked fees, a typical arrangement for managers that run private funds. Its advisory activity is focused on portfolio management for pooled vehicles rather than acting as a third-party capital allocator. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities40%
- State & Local Bonds20%
- US Government Bonds15%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents10%
Contacts
3 of 3JEFFREY MILLER
PartnerCRD 2370893
DANIEL TACHIERA
CCOCRD 1128331
STEVEN DIDION
General PartnerCRD 2179021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$20.1M in ETFs
100%
$20M
<1%
$40.2K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $19.9M | 30,450 | 99.05% |
Location
WALNUT CREEK, CA
CONTRA COSTA
Location
WALNUT CREEK, CA
Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 1981 N Broadway
- Time zone
- PT (UTC-8)
- Office locations
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