J
JSSR Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,297,331
Total clients
26
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$126,820
About
JSSR Capital LLC provides ongoing discretionary and non-discretionary portfolio management to individuals, high-net-worth individuals, and charitable organizations, creating an investment policy statement for each client. Its advice is generally limited to mutual funds, fixed income securities, equities, exchange-traded funds, treasury inflation-protected bonds, and insurance products (including annuities).
The firm combines charting, fundamental, and technical analysis and implements strategies ranging from long-term holdings to short-term trading, including options, short sales, and margin transactions; accounts are reviewed monthly against documented risk tolerances. JSSR offers performance‑based fee arrangements for qualified clients and uses derivatives in separately managed accounts with a high‑water‑mark arrangement, both of which are uncommon among independent solo advisers.
Distinctive operational features disclosed in the brochure include that the firm’s principal is a licensed insurance agent who may offer commissionable insurance products alongside advisory services, which the firm identifies as a potential conflict of interest. JSSR also requires clients to use specific custodians (TradeStation or Interactive Brokers), does not utilize third‑party managers, and maintains a small, concentrated client base—an operational profile that differs from many peers.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Annuities
Fee options
Annual fee of 2.00% of assets under management plus 10.00% performance fee on capital appreciation with high water mark
Main office location
JSSR Capital LLC
Airmont NY, United States
Number of offices
1
Most active in
JSSR Capital LLC has reported serving >5 clients in these states in the last 12 months.
New York · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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