JY Capital Management

Overview

JY Capital Management is a small, fee-based advisory firm focused on discretionary portfolio management for individuals, families and small businesses. The firm emphasizes equity-driven portfolios and uses a percentage-of-AUM fee model. Its business profile indicates an individual owner and a client base concentrated on private clients and family relationships rather than institutional pension consulting or broad multi-state retail distribution. JY Capital Management is not flagged as an active ESG investor and does not present itself as a capital allocator to bespoke private deals; instead it blends public market equity exposure with third-party alternative fund allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices