MCJ Capital Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$465,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
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.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
1.00% annually
20% of capital appreciation (performance fee)
Main office location
MCJ Capital Partners
Denver CO, United States
Number of offices
1
Most active in
MCJ Capital Partners has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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