JQR Capital Management, LLC

Overview

JQR Capital Management, LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. Its client base is concentrated on individuals and families, with advisory services that span financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm bills through a mix of percentage-of-AUM fees, hourly charges and fixed fees, and also lists accounting among its business activities. Investment activity is squarely equity‑tilted: exchange‑traded equities are the firm’s primary vehicle and the stated asset preference is equities. JQR is not positioned as an active ESG investor and it is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices