TJ Capital Holdings LLC

RIAState Registered
Total AUM
$27.7M
Discretionary
$2.4M
9% of AUM
Avg account
$2.3M
Accounts
12
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
122863
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses90.38%
  • HNWI8.57%
  • Individuals1.05%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

TJ Capital Holdings LLC is an independent, owner-operated advisory firm organized as a limited liability company that provides portfolio management to both individual/family clients and institutions. The firm charges a combination of percentage-of-AUM fees and performance-based fees and focuses on discretionary and non-discretionary portfolio management for individuals, small businesses, and business/institutional clients. TJ Capital does not identify itself as an ESG-focused investor. The adviser is state-registered in New Jersey and New York and operates under an individual-owner structure rather than as part of a larger broker-dealer or multi-adviser network.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 80%, Cash & Cash Equivalents 18%, Non-Exchange Traded Equities 2%80%
  • US Government Bonds80%
  • Cash & Cash Equivalents18%
  • Non-Exchange Traded Equities2%

Owners & executives

FINTRX

Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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