Nj capital management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NJ Capital Management provides discretionary and non‑discretionary investment management to individuals, high‑net‑worth investors, trusts, estates and corporate entities, and it serves as the investment manager to a private pooled investment vehicle offered to accredited investors. Services include separately managed accounts tailored to client objectives and a pooled fund managed according to its offering documents.
The firm uses fundamental, technical and macroeconomic analysis across a range of instruments — including equities, fixed income, ETFs, options, commodities and alternative investments — and may implement long and short positions as well as derivatives and leverage where appropriate. Portfolios are monitored on an ongoing basis and the firm discloses that it charges performance‑based compensation, with policies intended to mitigate potential conflicts that arise from such arrangements.
Notable features for a small adviser include active use of short selling, margin/borrowing and derivatives in client strategies and oversight of both individual accounts and a private fund, which can create side‑by‑side management considerations. The firm also emphasizes use of an institutional custodian platform (Interactive Brokers), maintains a code of ethics, and identifies a single principal whose nontraditional academic background is described as informing the firm’s analytical approach.
Client services
Expertise
Fee options
1.00% annual asset-based fee, charged quarterly
20% performance fee, subject to a 7% annual hurdle rate
Account minimum: $100,000 for the pooled investment vehicle (NJ Capital Partners, LP); no minimum for separately managed accounts
Main office
Lakewood NJ, United States
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Advisors at this firm
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