MCJ Capital Partners

MCJ Capital Partners provides portfolio management services to a mix of institutional and individual clients, including high‑net‑worth individuals, corporations, and endowments. Services are delivered primarily through separately managed accounts and the firm can offer a modified, primarily long‑only version of its strategy for certain clients.

The firm pursues a concentrated long/short equity strategy across small, mid and large cap U.S. and non‑U.S. equities, combining fundamental and momentum analysis and at times investing in microcap or OTC securities. MCJ generally requires discretionary authority, does not accept client‑directed security restrictions, and is compensated on an asset‑based (and, for qualified clients, performance‑based) fee basis.

Compared with many peers, MCJ’s use of margin/borrowed funds and short sales within separately managed accounts is notable and less common for investment managers operating SMAs. The brochure also discloses that the firm requires clients to use a specific custodian (Interactive Brokers), may receive soft‑dollar research benefits, and that the firm’s principal has outside business activities—including a valuation business that occupies substantial monthly hours—which the firm identifies as potential conflicts.