RJA Asset Management LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 153428
- Registered since
- May 24, 2010
- Website
- www.rja-llc.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles41.64%
- Charitable Organizations28.8%
- HNWI19.58%
- State / Municipal Government9.36%
- Other Investment Advisers0.62%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
RJA Asset Management LLC is a privately owned limited liability company, registered with the SEC in 2010 and operating as a hedge fund manager. The firm serves both individual/family and institutional clients and provides portfolio management across individual accounts, pooled investment vehicles and for businesses or institutions. Its fee arrangements include asset-based fees, fixed fees and performance-based components. The adviser does not identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Derivatives16%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Kristi Jeffrey
Chief Compliance OfficerCRD 4282454
Contacts
2 of 2
Nicholas Leeper
PrincipalCRD 5719863

Andrew Jeffrey
Principal and Founding PartnerCRD 6002423
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 4 Stamford Plz
- Time zone
- ET (UTC-5)
- Office locations
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