A complete list of active advisors currently associated with JCP Investment Management, LLC

Warmer can help you find a great advisor at JCP Investment Management, LLC or one who fits your needs even better.

JCP Investment Management provides discretionary investment management to pooled investment vehicles, sub‑advised funds, and separately managed accounts for high‑net‑worth clients, and also offers financial and accounting business consulting to public and private companies. The firm serves a relatively small number of client accounts and implements strategies and reporting as set out in each fund’s offering documents or managed account agreements. The firm’s investment process combines fundamental and cyclical analysis with active trading tools, including long and short positions, option strategies, margin and hedging, and it may employ derivatives and leverage where appropriate — including within some separately managed accounts. Portfolio construction and trade allocations are tailored to each fund or account and, when multiple accounts participate in an opportunity, orders are generally executed and allocated on a pro rata basis under the firm’s trade allocation policies. Noteworthy aspects include operating as a private fund adviser and fund sponsor for pooled vehicles, managing accounts subject to performance‑based allocations, and publishing performance information (including hypothetical results) in its materials. JCP also discloses side‑by‑side management, occasional activist engagement such as seeking board representation, and related‑party business relationships tied to the firm’s consulting activities, with policies and procedures intended to address the resulting conflicts.

To learn more about the advisors currently working at JCP Investment Management, 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.

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