JSSR Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JSSR Capital LLC provides ongoing discretionary and non-discretionary portfolio management to individuals, high-net-worth individuals, and charitable organizations, creating an investment policy statement for each client. Its advice is generally limited to mutual funds, fixed income securities, equities, exchange-traded funds, treasury inflation-protected bonds, and insurance products (including annuities).
The firm combines charting, fundamental, and technical analysis and implements strategies ranging from long-term holdings to short-term trading, including options, short sales, and margin transactions; accounts are reviewed monthly against documented risk tolerances. JSSR offers performance‑based fee arrangements for qualified clients and uses derivatives in separately managed accounts with a high‑water‑mark arrangement, both of which are uncommon among independent solo advisers.
Distinctive operational features disclosed in the brochure include that the firm’s principal is a licensed insurance agent who may offer commissionable insurance products alongside advisory services, which the firm identifies as a potential conflict of interest. JSSR also requires clients to use specific custodians (TradeStation or Interactive Brokers), does not utilize third‑party managers, and maintains a small, concentrated client base—an operational profile that differs from many peers.
Client services
Expertise
Fee options
Annual fee of 2.00% of assets under management plus 10.00% performance fee on capital appreciation with high water mark
Main office
Airmont NY
Advisors at this office
1
Most active in
New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)