Jdc-Jsc L.P
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Overview
Jdc-Jsc L.P is an advisory company located in New York, New York. The firm has $510.1 million in total assets over three client accounts, making it one of the bigger firms in the country by assets under management (AUM). The company has a small group, including 3 financial advisors. Jdc-Jsc L.P is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as options, bonds and equities.
Jdc-Jsc L.P oversees all of the company's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell choices for the client's account without needing to seek client consent. The investment advisory firm manages an average of $170.0 million for each customer account. An average advisor at Jdc-Jsc L.P manages around one client account, placing it among the most personalized advisor firms in the country.
The company's main office is located at 900 Third Avenue, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Jdc-Jsc L.P by the Numbers
$510.1 million
4
3
$170.0 million
Fee Structure
A financial advisor's fees vary depending on the financial services offered. Fee types billed by Jdc-Jsc L.P most likely consist of any combination of the following fee types: asset-based or performance-based. Jdc-Jsc L.P does not participate in 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
It provides services to pooled investment vehicles. Out of its three clients, Jdc-Jsc L.P's largest client type is pooled investment vehicles. About 67% of its accounts are represented by 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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