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Jlt Capital Management, Inc. (Los Altos)


Jlt Capital Management, Inc. is a large advisory firm based in Los Altos. It manages $40.94 million of regulatory assets for 240 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.

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Jlt Capital Management provides portfolio management for individuals and small businesses and 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.

Jlt Capital Management: assets under management

The assets under management (AUM) of Jlt Capital Management, Inc. is $40.94 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $40.66 million in discretionary accounts and $284.81 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $170.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $284.81 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jlt Capital Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Altos

The principal office where Jlt Capital Management, Inc. performs its advisory services is located at 220 Main St., Los Altos, CA 94022 The mailing address of the firm is 101 First St., Los Altos, CA 94022 2750. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-902-5635 or by fax 650-897-9889. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.bedrockcap.com.


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