Joseph Jekyll Advisers LLC

Overview

Joseph Jekyll Advisers LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm’s stated advisory activities include financial planning, portfolio management for individuals and small businesses, and publishing periodicals or newsletters. Investment activity is heavily equity-focused, with the adviser favoring exchange-traded instruments for core implementation while also maintaining access to less liquid strategies through third-party alternative managers. The firm offers a variety of billing arrangements — percentage of assets under management, hourly charges, subscription fees and performance-based fees — which supports both discretionary portfolio management and more bespoke engagement models. That fee flexibility, combined with the use of alternative investments and private placements, indicates a willingness to design tailored portfolios that mix liquid public holdings with illiquid, return-enhancing strategies when appropriate for a client’s objectives and risk tolerance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices