Juggernaut Management, LLC (Washington)

Name: Juggernaut Management, LLC
Address: 5301 Wisconsin Avenue Nw, Washington, DC, 20015
Telephone: 301-215-7740

Juggernaut Management, LLC is a large advisory firm based in Washington. It manages $1.35 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Maryland.

Juggernaut Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Juggernaut Management: assets under management

The assets under management (AUM) of Juggernaut Management, LLC is $1.35 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 877% since the beginning of its operation, and $1.17 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.35 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $122.72 million each.

Juggernaut Management has custody of $9.61 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Juggernaut Management, LLC for their services and products based on a percentage of assets under management, fixed fees, 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.

What kind of clients Juggernaut Management serves?

The only and largest group of clients of Juggernaut Management is pooled investment vehicles with 11 clients and $1.35 billion of assets under management. Among the 8 most similar advisory firms, Juggernaut Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.35 billion for 11 clients. 36% of the firm’s clients are foreign persons or businesses.

Juggernaut Management also advises several private funds. Namely, eleven private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $5,000,000.

Careers at Juggernaut Management, LLC

The company employs 15 people that are either part- or full-time employees. 73 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John David Shulman	Managing member	1 May 2009	50% - 75%	4519422
Alison Bernstein Shulman	Member	1 May 2009	50% - 75%	6024047
Craig Michael Hille	Managing director	1 Apr 2010	Other	3094636
Kevin Joseph Kuntz	Chief compliance officer	1 Feb 2012	Other	6023476
Charles Thomas Dieveney	Managing director	1 Dec 2014	Other	4731049
Matthew Keith Buckley	Chief compliance officer/chief financial officer	1 Sep 2019	Other	6028535

Based in Washington

The principal office where Juggernaut Management, LLC performs its advisory services is located at 5301 Wisconsin Avenue Nw, Washington, DC 20015, which is also the mailing address of the firm. An additional office of the firm is in Westfield, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-215-7740 or by fax (301) 234-6320. The normal business hours are 9-6 on Monday - Friday. You can find more information about the New York firm at juggernautcap.com.