WALNUT CREEK, CACRD 163084Latest ADV April 20, 2026
Jcsd Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated April 20, 2026, reports $215M in regulatory assets under management, 4 employees, and 4 accounts.
Assets Under Management
$215M
Employees
4
Offices
--
Total Clients
<5
Primary office
WALNUT CREEK, CA
1981 N. BROADWAY BLVD., SUITE 270, WALNUT CREEK, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 75.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
75.0%
3
2
HNWI
25.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$215Mas of April 20, 2026
Discretionary87.8%
$188M
88% of total RAUM87.8%
Non-discretionary12.2%
$26M
12% of total RAUM12.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$215M
Total Accounts4
10Y AUM Change$-266K (-0.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee1:1
10Y Employee Change+1 (+33.3%)
* 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.