Jcr Capital Investment Corporation is a large advisory firm based in Denver. It manages $958.22 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Colorado.
Jcr Capital Investment Corporation provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and loan origination and asset management for separate accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jcr Capital Investment Corporation is $958.22 million. The firm's AUM has grown by 852% since the beginning of its operation, and $1 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Jcr Capital Investment Corporation for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies and pooled investment vehicles. The largest group of clients of Jcr Capital Investment Corporation is pooled investment vehicles with 8 clients and $577.06 million of assets under management. Among the 10 most similar advisory firms, Jcr Capital Investment Corporation has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $943.05 million for 9 clients. None of the firm’s clients are foreign persons or businesses.
Jcr Capital Investment Corporation also advises several private funds. Namely, eight real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $2,000,000.
The company employs 29 people that are either part- or full-time employees. 97 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Jcr Capital Investment Corporation performs its advisory services is located at 1225 17 Th St, Denver, CO 80202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-531-0204 or by fax 303-531-2097. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at jcrcapital.com.