Lakewood, NJ 7th Street Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Nj capital management
Independent
Firm-wide stats for Nj capital management
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.
Based on Nj capital management
Expertise
Based on Nj capital management
Location
325 7th Street
Lakewood NJ 08701
Advisors at this office
1
Advisors at this office
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