SJ CAPITAL MANAGEMENT LLC

Overview

SJ Capital Management LLC is an independent, individual‑owned Registered Investment Advisor operating as a limited liability company. The firm acts as a capital allocator for high‑net‑worth individuals and families, combining financial planning with discretionary portfolio management and the selection of outside advisers. Fee arrangements are flexible—percentage of AUM, hourly and fixed fees are all used—allowing the firm to tailor engagement terms to client needs. Investment practice centers on pooled public vehicles (mutual funds and similar public funds) as the primary building blocks for client portfolios, supplemented by allocations to external alternative managers when appropriate. Service lines explicitly include financial planning, portfolio management for individuals, small businesses and institutions, and manager selection, indicating a mix of direct portfolio oversight and outsourced/manager‑of‑managers activity. The firm does not position itself as an active ESG investor and it is structured to serve a concentrated client base rather than a broad, multi‑state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices