Jmc Asset Management LLC is a mid-sized advisory firm based in New York. It manages $32.97 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2013.
Jmc Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. 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 Jmc Asset Management LLC is $32.97 million. The firm's AUM has grown by 85% since the beginning of its operation, and $9.51 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Jmc Asset Management LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Jmc Asset Management is high net worth individuals with 5 clients and $24.47 million of assets under management. Among the 1 most similar advisory firms, Jmc Asset Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $32.97 million for 6 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.
Jmc Asset Management doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person 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.
Thomas Sadusky joined the executive team most recently as the Chief Compliance Officer.
The principal office where Jmc Asset Management LLC performs its advisory services is located at 55 Fifth Avenue, New York, NY 10003, 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 646-797-2714. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at jmcam.com and its LinkedIn profile.