SJ Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SJ Capital Management LLC is an independent, single-advisor advisory firm that provides discretionary portfolio management and financial planning to individuals (including high-net-worth households), pension and profit-sharing plans, and corporate clients. The firm delivers ongoing investment supervisory services and prepares client-specific Investment Policy Statements, advising across a broad investment universe that includes mutual funds, equities, bonds, ETFs, REITs, hedge funds, private placements and insurance products.
The firm implements portfolios under written discretionary authority, regularly reviews accounts, and tailors allocations to each client’s time horizon and documented risk tolerance. SJ Capital’s analytical approach combines charting, fundamental, technical and cyclical analysis and can include index futures and options strategies, long- and short-term trading, and investments in master limited partnerships where suitable.
Distinctive for a solo independent advisor, the firm’s principal has a certified public accountant background and the practice accepts pension/profit-sharing and other institutional-type clients, which is less common among peers of this size. The firm also makes use of institutional custody programs with major custodians, providing access to research and trading tools, institutional fund options, and operational features such as fee deduction to support its management model.
Client services
Expertise
Fee options
Fixed fees for Investment Supervisory Services, negotiable, not exceeding highest tier of AUM fees, paid annually in arrears
$1 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.25% annually $1,000,001+: Negotiable
$300 per hour
Main office
Monmouth Junction NJ
Advisors at this office
1
Most active in
Louisiana · New Jersey · 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 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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