Jasper Asset Management, LLC
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Overview
Jasper Asset Management, LLC operates as a financial advisor company based in New York, New York. The company manages $7.6 million in assets under management over two customer accounts. Jasper Asset Management, LLC has a small team, including 2 financial advisors. Jasper Asset Management, LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are tradable financial assets like bonds, options and stocks.
Jasper Asset Management, LLC manages all of the firm's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell judgments without needing the client's permission. The company's typical account size is $3.8 million. The typical advisor at Jasper Asset Management, LLC administers about one client account, placing it among the most individualized firms in the country.
Jasper Asset Management, LLC's headquarters is at 150 E 52Nd St, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Jasper Asset Management, LLC by the Numbers
$7.6 million
4
2
$3.8 million
Fee Structure
A financial advisor's fees largely are based on which service is offered. Fees billed by the company can be comprised of the following fee types: asset-based or performance-based. The firm does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
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
-
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 company provides services to pooled investment vehicles. Out of its two clients, Jasper Asset Management, LLC's biggest client type is pooled investment vehicles. Around 80% of the firm's customers are non-U.S. persons.
- 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
Jasper Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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