Advisor at SJ Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SJ Capital Management LLC
Location
Monmouth Junction, NJ
Credentials
CFA®, Series 63
Industry experience
15 years
Sanjiv Jhaveri is the principal of SJ Capital Management LLC and holds the CFA® designation and Series 63 license, with 15 years of industry experience. He has led SJ Capital Management since 2010. SJ Capital Management LLC provides discretionary portfolio management and hourly financial planning to individuals, including high-net-worth clients, as well as corporate entities. The firm combines fundamental, technical, charting, and cyclical analysis in its investment approach and serves a mix of individual and institutional clients with a defined menu of public and alternative instruments.
Based on SJ Capital Management LLC
Based on SJ Capital Management LLC
Fixed fees for Investment Supervisory Services, negotiable, not exceeding highest tier of AUM fees, paid annually in arrears
$1 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.25% annually $1,000,001+: Negotiable
$300 per hour
Monmouth Junction, NJ
Louisiana · New Jersey · Texas
Sj Capital Management Llc (154857)
2010 - Present (16 years)
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Other specialized services
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