A complete list of active advisors currently associated with Jackson Peak Capital LLC
Warmer can help you find a great advisor at Jackson Peak Capital LLC or one who fits your needs even better.
Jackson Peak Capital provides discretionary portfolio management to a small roster of individual, high-net-worth, and institutional clients, including endowments, foundations, and family offices. The firm is a single-advisor practice with roughly $2.9 million in assets under management and delivers ongoing investment management services documented in an Investment Policy Statement for each client. The firm’s investment process combines fundamental, quantitative, cyclical, and technical analysis and may employ both long-term investing and short-term trading techniques. Portfolios primarily emphasize equities but may include fixed income, ETFs, commodities, and the use of short sales, margin, and options, with risk tolerances and implementation tailored through the client’s IPS. Notably, Jackson Peak accepts performance-based fees for qualified clients and manages institutional accounts, features that are uncommon among comparable independent, solo-advisor firms. The firm also requires clients to use a specified custodian and executes discretionary trading (including occasional trade aggregation), which are operational details that may affect execution and custody arrangements.
To learn more about the advisors currently working at Jackson Peak Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lafayette, CA
| 10
|
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