JJP CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 1984
Total AUM
$390M
Discretionary
$390M
100% of AUM
Avg account
$2.1M
Accounts
183
Employees
3
Advisory reps
3

Firm details

Headquarters
COLUMBIA, Missouri
CRD number
105374
Registered since
March 5, 1984
Custodians
MORGAN STANLEY & CO. LLC, OPPENHEIMER & CO. INC.
Fee structure
Percentage of AUM
Client types
  • HNWI77.99%
  • Individuals19.07%
  • Charitable Organizations2.89%
  • Corporations / Businesses0.05%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

JJP Capital Management, Inc. is a small, fee-based advisory firm focused on portfolio management for individual and family clients and small businesses. The firm runs discretionary equity-heavy strategies, with a clear tilt toward private or non-exchange traded equity positions. Its business model centers on managing concentrated equity exposure for a limited client base rather than running broad institutional mandates, and it charges fees as a percentage of assets under management. Investment preferences are equity-oriented: the firm lists equities as its preferred asset class and allocates the bulk of client capital to non-exchange traded equity instruments. Liquidity-managed public securities and exchange-traded instruments appear to play a supporting role for cash management and tactical exposure, while alternatives—specifically real estate—are used as an external allocation for diversification.

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: Non-Exchange Traded Equities 90%, Cash & Cash Equivalents 5%, State & Local Bonds 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%90%
  • Non-Exchange Traded Equities90%
  • Cash & Cash Equivalents5%
  • State & Local Bonds2%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

3 of 3
  • Jordon Pascucci

    Registered Investment AdvisorCRD 8102707

  • GARRARD BANKS

    Investment Advisor RepresentativeCRD 3071054

  • CHRISTOPHER PASCUCCI

    DirectorCRD 4388909

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

COLUMBIA, MO

BOONE

Location

COLUMBIA, MO

Headquartered in COLUMBIA, MO, anchoring the Columbia-Moberly-Mexico, MO metro in the Midwest.

Metro area
Columbia-Moberly-Mexico, MO
Region
Midwest
County
BOONE
Address
112 S College Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth