Jcp Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 27, 2026, reports $252M in regulatory assets under management, 6 employees, and 31 accounts.
Assets Under Management
$252M
Employees
6
Offices
--
Total Clients
11
Primary office
HOUSTON, TX
1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.8% of total clients.
Top client categories% of clientsClients
1
HNWI
81.8%
9
2
Pooled Investment Vehicles
18.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$252Mas of March 27, 2026
Discretionary100.0%
$252M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$252M
Total Accounts31
10Y AUM Change+$121M (+92.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee2:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.