JD Euroway Capital Partners LLC

RIASEC RegisteredEst. 2019

Total AUM

$2.2B

Discretionary

$1.3M

0% of AUM

Avg account

$314M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Montreal,
CRD number: 305102
Registered since: October 31, 2019
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Performance Based Fees
Client types: State / Municipal Government73.96%
HNWI25.98%
Pooled Investment Vehicles0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Jd Euroway Capital Partners LLC is a limited liability company that operates as a qualified custodian and capital allocator. Established in 2019, the firm primarily serves institutional clients and offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. The firm does not actively engage in ESG investments and operates as a single-state adviser. Its fee structure includes a mix of percentage-based fees on assets under management, hourly charges, subscription fees, fixed fees, commissions, and performance-based fees.