TJ Capital Holdings LLC
Firm details
- Headquarters
- ,
- CRD number
- 122863
- Website
- tjcapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds80%
- Cash & Cash Equivalents18%
- Non-Exchange Traded Equities2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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