JCP Investment Management, LLC logo

JCP Investment Management, LLC

Updated today

Client assets under management

$138,421,629

Clients

9

100% high-net worth

Advisors

6

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

2

Very Low

Average account size

$15,380,181

About

JCP Investment Management provides discretionary investment management to pooled investment vehicles, sub‑advised funds, and separately managed accounts for high‑net‑worth clients, and also offers financial and accounting business consulting to public and private companies. The firm serves a relatively small number of client accounts and implements strategies and reporting as set out in each fund’s offering documents or managed account agreements.

The firm’s investment process combines fundamental and cyclical analysis with active trading tools, including long and short positions, option strategies, margin and hedging, and it may employ derivatives and leverage where appropriate — including within some separately managed accounts. Portfolio construction and trade allocations are tailored to each fund or account and, when multiple accounts participate in an opportunity, orders are generally executed and allocated on a pro rata basis under the firm’s trade allocation policies.

Noteworthy aspects include operating as a private fund adviser and fund sponsor for pooled vehicles, managing accounts subject to performance‑based allocations, and publishing performance information (including hypothetical results) in its materials. JCP also discloses side‑by‑side management, occasional activist engagement such as seeking board representation, and related‑party business relationships tied to the firm’s consulting activities, with policies and procedures intended to address the resulting conflicts.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$0+: 0% to 1.5% annually for Funds $0+: 0% to 0.25% annually for Sub-advised Funds $0+: 0% to 1.75% annually for Separately Managed Accounts (SMAs)

Performance-based

0% to 25% of annual net profits for Funds with hurdle rates from 0% to 15%; 25% performance fee for Sub-advised Funds with 15% hurdle rate; some SMA clients pay performance fees (negotiated).

Other

Account minimum: $1,000,000

Main office location

JCP Investment Management, LLC

1177 West Loop South, Suite 1320

Houston TX 77027, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Taylor R

Series 65

Houston, TX

JCP Investment Management, LLC

Taylor Rhyne is a financial advisor at JCP Investment Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at EY International Services LLC and Ernst and Young US LLP. JCP Investment Management provides discretionary investment advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a range of investment strategies including long- and short-term trading, short sales, margin, option writing, and derivatives for risk management, with a focus on performance-based compensation and multi-series private pooled funds.

Active portfolio management Options & derivatives strategies
user avatar

John S

Series 65

Houston, TX

JCP Investment Management, LLC

John Sullivan is a financial advisor with JCP Investment Management, LLC in Houston, TX, holding a Series 65 designation and three years of industry experience. He previously worked at Navillus Management LLC and Harborside Associates, with a combined career spanning over 17 years. Outside of his advisory role, Mr. Sullivan is involved in multiple family businesses focused on agricultural and real estate investments, where he holds various management and oversight positions. JCP Investment Management provides discretionary investment advisory services primarily to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs fundamental and cyclical analysis and utilizes a range of strategies, including long- and short-term trading, derivatives, and risk management techniques, with a focus on performance-based compensation and comprehensive reporting for investors.

Active portfolio management Options & derivatives strategies
user avatar

James P

Series 63, Series 65

Houston, TX

JCP Investment Management, LLC

James Pappas is a financial advisor at JCP Investment Management, LLC in Houston, TX, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with JCP Investment Management since 2009. In addition to his advisory role, he spends a portion of his time consulting for his family business. JCP Investment Management provides discretionary investment advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs fundamental and cyclical analysis along with a variety of trading strategies, and it serves accredited investors and qualified clients with performance-based compensation structures.

Active portfolio management Options & derivatives strategies
user avatar

Jacob S

Series 65

Houston, TX

JCP Investment Management, LLC

Jacob Saour is a financial advisor at JCP Investment Management, LLC with Series 65 credentials and experience beginning in 2024. Prior to joining JCP, he was managing partner and part owner at Victory Residential LLC, a private placement real estate investment firm focused on apartment complexes. JCP Investment Management provides discretionary advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a range of strategies including long- and short-term trading, hedging, and derivative instruments, and is notable for managing private pooled funds with performance-based compensation structures.

Active portfolio management Options & derivatives strategies
user avatar

Matthew P

Series 65

Houston, TX

JCP Investment Management, LLC

Matthew Powalski is a financial advisor at JCP Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at McNair Interests and Capital Technologies family offices, as well as PKF Texas. JCP Investment Management provides discretionary advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs fundamental and cyclical analysis and utilizes a variety of investment strategies including long-term and short-term trading, short sales, margin, option writing, and derivatives for risk management.

Active portfolio management Options & derivatives strategies
user avatar

Blake N

Series 65

Houston, TX

JCP Investment Management, LLC

Blake Nelson is a financial advisor at JCP Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Blue River Partners, LLC, Plains Capital Bank, Community Bank and Trust, and Baylor University. JCP Investment Management provides discretionary investment advisory services to high-net-worth individuals through pooled investment vehicles, sub-advised funds, and separately managed accounts. The firm employs a range of strategies including long-term and short-term trading, hedging, and derivative instruments, and is notable for its role as adviser and affiliated general partner to private pooled funds with multi-series structures and performance-based compensation.

Active portfolio management Options & derivatives strategies
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