SJ Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$95,268,445
Total clients
62
56% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
62
Average account size
$1,536,588
About
SJ Capital Management LLC is an independent, single-advisor advisory firm that provides discretionary portfolio management and financial planning to individuals (including high-net-worth households), pension and profit-sharing plans, and corporate clients. The firm delivers ongoing investment supervisory services and prepares client-specific Investment Policy Statements, advising across a broad investment universe that includes mutual funds, equities, bonds, ETFs, REITs, hedge funds, private placements and insurance products.
The firm implements portfolios under written discretionary authority, regularly reviews accounts, and tailors allocations to each client’s time horizon and documented risk tolerance. SJ Capital’s analytical approach combines charting, fundamental, technical and cyclical analysis and can include index futures and options strategies, long- and short-term trading, and investments in master limited partnerships where suitable.
Distinctive for a solo independent advisor, the firm’s principal has a certified public accountant background and the practice accepts pension/profit-sharing and other institutional-type clients, which is less common among peers of this size. The firm also makes use of institutional custody programs with major custodians, providing access to research and trading tools, institutional fund options, and operational features such as fee deduction to support its management model.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
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
Main office location
SJ Capital Management LLC
Monmouth Junction NJ, United States
Number of offices
1
Most active in
SJ Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · New Jersey · 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 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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