Capuchin Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,251,864
Clients
5
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$650,373
About
Capuchin Capital (MJL Manager LLC) provides discretionary investment management through separately managed accounts to high-net-worth individuals and qualifying entities, and it also accepts select institutional clients. The firm manages a small number of accounts and requires prospective clients to meet Qualified Client criteria before acceptance.
The adviser employs a single, fundamental-driven strategy focused on publicly listed equities and equity derivatives, blending short-term trading with longer-term value investments and using specialized approaches such as catalyst-driven and special-situation trades. It provides continuous monitoring and rebalancing on a discretionary basis and evaluates client alignment with its strategy prior to onboarding.
Noteworthy aspects relative to peers include its use of performance-based compensation instead of the more common percentage-of-assets-under-management model and its stated policy of not serving non‑high‑net‑worth individual clients. The firm operates as a solo practice with a small asset base and discloses that it may trade for its own accounts while maintaining a Code of Ethics and order aggregation procedures.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Generally 25.0% of the increase in account net assets during the billing period; rate and billing frequency negotiable and may vary by client
Account minimum: $100,000
Main office location
Capuchin Capital
Pennington NJ, United States
Number of offices
1
Most active in
Capuchin Capital has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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