Jessurum Capital

Jessurum Capital is a state‑registered investment adviser formed in December 2024 that provides portfolio management and tailored investment advisory services primarily to high‑net‑worth individuals, families, and trusts. The firm advises across a broad range of instruments—including ETFs, equities, fixed income, mutual funds, REITs, alternative investments, structured products, commodities, and real estate—and charges clients on an asset‑based fee basis.

The firm follows a long‑term, fundamentals‑based investment approach focused on asset allocation, diversification, and ongoing risk management, and it accepts discretionary authority to implement client‑specific investment policies and restrictions. Jessurum Capital conducts at least quarterly account reviews, provides quarterly written reports, and rebalances portfolios as needed to maintain alignment with clients’ objectives and stated constraints.

The initial brochure discloses the firm is newly established and currently manages no client assets, and it is led by a sole principal who retains full‑time employment outside the advisory business. The firm also discloses it does not charge performance‑based fees, does not accept commissions or soft‑dollar benefits, and may include alternatives, structured products, and direct real‑estate exposures in tailored portfolios—features that distinguish its operating and product mix from many peers.