JM2 Capital Inc.

Overview

JM2 Capital Inc. is an independent registered investment adviser operating as a corporation and registered with the SEC in 2022. The firm manages portfolios for individuals and small businesses and provides manager selection services, functioning as a capital allocator that directs client capital to outside managers where appropriate. Its clients are primarily individual and family investors and it charges fees based on a percentage of assets under management. JM2 does not identify as an active ESG investor. Advisory activities emphasize discretionary portfolio management and the selection of third‑party advisers rather than offering broad institutional consulting. The firm reports using a mix of public mutual funds and direct equity/ETF holdings alongside allocations to external alternative managers and insurance products.

Assets & Accounts

Public Holdings

Investments & Alternatives