JURA INVESTMENTS, LLC

Overview

Jura Investments, LLC is a small, client-focused advisory that manages portfolios for individuals and small businesses. The firm charges a percentage-of-AUM fee and shows a clear preference for equity exposure, using exchange-traded equities as its primary asset sleeve. It does not identify as an active ESG investor and is not structured as a multi-state adviser, which suggests its client and regulatory footprint is limited and focused. Investment activity centers on equity allocations complemented by third-party alternative managers. The firm deploys outside managers and vehicles to access hedge funds, real estate, commodities and oil & gas opportunities, while also using mutual funds to fill tactical or diversified spots in client portfolios. Custody and trading infrastructure through Charles Schwab & Co., Inc. indicate reliance on a mainstream brokerage platform for execution and reporting.

Assets & Accounts

Public Holdings

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Location & Offices