Aj Capital Management LLC (Chicago)
Aj Capital Management LLC is a large advisory firm based in Chicago. It manages $925.64 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Illinois.
Aj Capital Management 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.
Aj Capital Management: assets under management
The assets under management (AUM) of Aj Capital Management LLC is $925.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Aj Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.
What kind of clients Aj Capital Management serves?
The only and largest group of clients of Aj Capital Management is pooled investment vehicles with 4 clients and $925.64 million of assets under management. Among the 5 most similar advisory firms, Aj Capital Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $925.64 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Aj Capital Management also advises several private funds. Namely, four real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $20,000,000.
Careers at Aj Capital Management LLC
The company employs 87 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.
Andrew Jay Weprin joined the executive team most recently as the Principal.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Chicago
The principal office where Aj Capital Management LLC performs its advisory services is located at 133 N. Jefferson St., Chicago, IL 60661 2336, 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 312-275-1071. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at ajcpt.com/.
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