Overview
Assets Under Management: $193 million
High-Net-Worth Clients: 116
Average Client Assets: $2 million
Frequently Asked Questions
3J CAPITAL PARTNERS LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #292257), 3J CAPITAL PARTNERS LTD is subject to fiduciary duty under federal law.
3J CAPITAL PARTNERS LTD serves 116 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, 3J CAPITAL PARTNERS LTD offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
3J CAPITAL PARTNERS LTD manages $193 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, 3J CAPITAL PARTNERS LTD serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.67
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 117
Discretionary Accounts: 117
Regulatory Filings
CRD Number: 292257
Last Filing Date: 2025-02-20 00:00:00
Website: https://3jcapitalgroup.com