Jvm Capital L.L.C. (Oak Brook)

Name: Jvm Capital L.L.C.
Address: 903 Commerce Drive, Oak Brook, IL, 60523
Telephone: 630-242-1000

Jvm Capital L.L.C. is a large advisory firm based in Oak Brook. It manages $833.21 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Illinois.

Jvm Capital L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jvm Capital L.L.C: assets under management

The assets under management (AUM) of Jvm Capital L.L.C. is $833.21 million. The firm's AUM has grown by 172% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Jvm Capital L.L.C has custody of $9.1 million in cash and securities for 8 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jvm Capital L.L.C. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jvm Capital L.L.C serves?

The only and largest group of clients of Jvm Capital L.L.C is pooled investment vehicles with 8 clients and $833.21 million of assets under management. Among the 10 most similar advisory firms, Jvm Capital L.L.C has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $833.21 million for 8 clients. None of the firm’s clients are foreign persons or businesses.

Jvm Capital L.L.C also advises several private funds. Namely, eight real estate funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $1,000,000.

Careers at Jvm Capital L.L.C.

The company employs 7 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James V. Madary Ii	President, ceo, elected manager and member	1 Nov 2013	75% - 100%	6296846
Steven J. Meyer	Cfo	1 Nov 2013	Other	6296848
William W. Annibali	Vp of investments	1 Nov 2013	Other	6296849
Mae S. Behm	Cco & director of investor relations	1 Nov 2013	Other	6296850
Gregory A O'berry	Coo	1 Nov 2013	Other	6302092
David Edward Lakowski	Chief compliance officer	1 Sep 2017	Other	1598462

Based in Oak Brook

The principal office where Jvm Capital L.L.C. performs its advisory services is located at 903 Commerce Drive, Oak Brook, IL 60523, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-242-1000 or by fax 630-571-1941. The normal business hours are 8:30-5pm on Monday - Friday. You can find more information about the New York firm at jvmrealty.com.