JUGGERNAUT MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$63.1M
Accounts
19
Employees
15
Advisory reps
5

Firm details

Headquarters
Washington, District of Columbia
CRD number
160623
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Juggernaut Management, LLC is organized as an LLC and operates as a private equity-focused advisor that manages pooled investment vehicles for institutional clients. The firm registered with the SEC in 2012 and is owned by an individual. Its core role is sponsoring and managing private pooled vehicles—serving as sponsor, general partner and managing member rather than acting as a broad capital allocator to third-party managers. Juggernaut charges a mix of fees (percentage of AUM, fixed fees, and performance-based fees among others) and does not self-identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MATTHEW BUCKLEY

    Chief Financial OfficerCRD 6028535

Contacts

3 of 4
  • JOHN SHULMAN

    Founder & Managing PartnerCRD 4519422

  • CRAIG HILLE

    Managing DirectorCRD 3094636

  • ALISON SHULMAN

    MemberCRD 6024047

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
5301 Wisconsin Ave NW
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth