Johkim Capital Partners Management LLC
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Learn more about Johkim Capital Partners Management LLC
Overview
Johkim Capital Partners Management LLC is a financial advisor firm headquartered in Dallas, Texas. The company controls $326.1 million in total assets across three accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). The firm has a small group, including 5 financial advisors. Johkim Capital Partners Management LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as equities, options and bonds.
Johkim Capital Partners Management LLC manages all of its client assets on a discretionary basis. Discretionary management is a structure in which transaction judgments for the client's account are made by an investment advisor without needing client approval. Johkim Capital Partners Management LLC's average account size is $108.7 million. An average financial advisor at Johkim Capital Partners Management LLC oversees fewer than one client account, making it one of the most personalized firms in the country.
Johkim Capital Partners Management LLC's central office is at 8235 Douglas Avenue, Dallas, Texas 75225. Johkim Capital Partners Management LLC is legally permitted to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Johkim Capital Partners Management LLC by the Numbers
$326.1 million
7
3
$108.7 million
Fee Structure
Fees for financial advice vary depending on the type of financial services offered. Fee types billed by Johkim Capital Partners Management LLC likely include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its three customers, Johkim Capital Partners Management LLC's largest client is pooled investment vehicles. About 50% of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Johkim Capital Partners Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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