TJ Capital Holdings LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,661,000
Total clients
11
73% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
6
Average account size
$2,514,636
About
TJ Capital Holdings LLC is a small registered investment adviser serving a primarily individual client base that includes both high‑net‑worth and non‑high‑net‑worth individuals. The firm provides portfolio management and related advisory services, overseeing roughly $27.7 million in regulatory assets for 11 clients with a two‑advisor team.
The firm commonly delivers individualized portfolio management for individuals, but it differs from many peers in that a majority of its assets are managed on a non‑discretionary basis, with clients retaining final approval over trades. Its strategies can include the use of derivatives within separately managed accounts, and it maintains performance‑based fee arrangements for certain clients or strategies.
Taken together, the combination of predominantly non‑discretionary management, derivatives use in SMAs, and performance‑based fees is unusual for a firm of this size and structure. The small client roster and compact advisor team indicate a concentrated operating model that may result in more tailored account arrangements compared with larger supported firms.
Client services
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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