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 an SEC-registered investment adviser formed in 2010 and organized as an LLC. The firm is classified as a hedge fund manager and serves both individual/family and institutional clients. Its advisory work spans discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutions. The firm charges a mix of fee types—percentage of AUM, fixed fees, performance-based fees and other arrangements—and acts as sponsor or general partner/manager of pooled vehicles it runs. RJA does not identify as an active ESG investor and is not listed as a multistate adviser on the available filings.
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
3 of 3Alyssa Jeffrey
CRD 8324791
Nicholas Leeper
PrincipalCRD 5719863
Bradley Jeffrey
CRD 8324789
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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