Jarombek Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jarombek Capital LLC is a newly formed, single-member investment advisory firm that provides discretionary portfolio management, asset allocation, and general investment guidance primarily to individual clients, with no stated account minimum. As of the brochure date the firm reports $0 in client assets and tailors services to each client’s financial goals, risk tolerance, and time horizon.
The firm follows a long-term, buy-and-hold investment philosophy grounded in fundamental analysis and a strategic asset-allocation framework, emphasizing low turnover and holdings in publicly traded equities, ETFs, and index funds. Portfolios are constructed from onboarding information, reviewed at least quarterly, and managed on a discretionary basis with periodic rebalancing and attention to tax efficiency.
Distinctive operational features disclosed in the brochure include a tiered, asset-based fee billed quarterly in arrears with clients responsible for paying fees directly rather than having fees deducted from custodial accounts, execution of each client’s trades independently rather than aggregating or block trading, and a policy not to vote client proxies. The firm also does not custody client assets, reports no affiliations or third‑party compensation, and—by focusing primarily on individual clients—differs from many investment-manager firms that typically serve pooled or institutional mandates.
Client services
Expertise
Fee options
$0 - $25,000: 0.45% annually $25,000 - $50,000: 0.40% annually $50,000 - $100,000: 0.35% annually $100,000 - $250,000: 0.30% annually $250,000 - $500,000: 0.25% annually $500,000+: 0.20% annually
Fee-only: Asset-based fees only, no commissions or performance fees.
Main office
New York NY
Advisors at this office
1
Most active in
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
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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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