Jordan Capital AM, LLC

Jordan Capital AM, LLC provides discretionary investment management primarily to a privately offered pooled investment vehicle structured as a limited partnership and to a small number of high‑net‑worth separate account clients. The firm does not provide financial planning or broad asset‑allocation advice and does not cater to non‑high‑net‑worth individual retail clients.

The firm uses proprietary strategies that combine fundamental and technical analysis and, for separate accounts, emphasizes income‑producing securities such as preferred stocks and higher‑yield debt to generate current income with secondary capital appreciation. Jordan Capital manages the pooled vehicle and separate accounts side‑by‑side and maintains formal trade‑allocation and monitoring procedures; separate account clients are expected to assess suitability themselves and may impose investment restrictions.

What is distinctive about the firm is that it functions as the general partner and adviser to a private pooled fund while also managing separate accounts — a combination that is uncommon among similar supported firms — and it accepts performance‑based compensation for the fund. The firm is small, with a single advisory representative and a very limited client base, and principals invest alongside fund investors and have disclosed affiliations with related business interests; these structural details and the firm’s exempt CPO status are described in fund offering materials and the firm’s policies.