Firm profile

Jlc Infrastructure

NEW YORK, NYCRD 287638Registration Status: ApprovedEffective since March 31, 2017SEC # 801-110220Latest ADV March 27, 2026

Jlc Infrastructure is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $2.0B in regulatory assets under management, 19 employees, 2 offices, and 6 accounts.

Assets Under Management
$2.0B
Employees
19
Offices
2 offices
Total Clients
6

Associated firm names

2 names listed
  • JLC INFRASTRUCTURE
  • MJE - LOOP CAPITAL PARTNERS LLC

Leadership

2 roles identified
CCOStephen S. Berkeley
CFOTasha M. Henderson

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees

Offices & Contact

Primary office

NEW YORK, New York, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

New York

NEW YORKPrimary office

Illinois

CHICAGO

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.0Bas of March 27, 2026
Discretionary100.0%
$2.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 50.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
50.0%
3
2
Government
33.3%
2
3
Insurance Cos.
16.7%
1

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.0B
Total Accounts6
10Y AUM Change+$2.0B

Private Funds

Private funds reported by Jlc Infrastructure

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees19
Clients per Employee0:1
10Y Employee Change+12 (+171.4%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
LOOP CAPITAL ASSET MANAGEMENT LLCDirect owner · Schedule AInterest in JLC INFRASTRUCTURE
25% to < 50%
JP3 LLCDirect owner · Schedule AInterest in JLC INFRASTRUCTURE
25% to < 50%
MARLON RENARD SMITHDirect owner · Schedule AInterest in JLC INFRASTRUCTURE
10% to < 25%
PRESIDIO CAPITAL HOLDINGS LLCDirect owner · Schedule AInterest in JLC INFRASTRUCTURE
10% to < 25%
ALIQUOT HOLDINGS LLCDirect owner · Schedule AInterest in JLC INFRASTRUCTURE
5% to < 10%
JAMES REYNOLDSDirect owner · Schedule AInterest in JLC INFRASTRUCTURE
< 5%
ERIC LEON HOLOMANDirect owner · Schedule AInterest in JLC INFRASTRUCTURE
< 5%
JUNE BUG LIFETIME TRUSTIndirect owner · Schedule BInterest in JP3 LLC
75%+
MARLON RENARD SMITHIndirect owner · Schedule BInterest in ALIQUOT HOLDINGS LLC
75%+
ERIC LEON HOLOMANIndirect owner · Schedule BInterest in PRESIDIO CAPITAL HOLDINGS LLC
75%+
LOOP CAPITAL LLCIndirect owner · Schedule BInterest in LOOP CAPITAL ASSET MANAGEMENT LLC
75%+
JAMES REYNOLDSIndirect owner · Schedule BInterest in LOOP CAPITAL HOLDINGS LLC
75%+
LOOP CAPITAL HOLDINGS LLCIndirect owner · Schedule BInterest in LOOP CAPITAL LLC
50% to < 75%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Jlc Infrastructure.

Reported ownership and control details

Form ADV · Filing date 2026-03-27 · Schedules A and B

17 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1JAMES REYNOLDSMANAGING PARTNERIndividualJLC INFRASTRUCTURELess than 5%Code NAYesMANAGING PARTNER12/2015Schedule APDF page 38
2MARLON RENARD SMITHMANAGING DIRECTORIndividualJLC INFRASTRUCTURE10% to less than 25%Code BYesMANAGING DIRECTOR12/2015Schedule APDF page 38
3ERIC LEON HOLOMANMANAGING PARTNERIndividualJLC INFRASTRUCTURELess than 5%Code NAYesMANAGING PARTNER12/2015Schedule APDF page 38
4LOOP CAPITAL ASSET MANAGEMENT LLCMANAGING MEMBERDomestic entityJLC INFRASTRUCTURE25% to less than 50%Code CYesMANAGING MEMBER12/2015Schedule APDF page 38
5JP3 LLCMEMBERDomestic entityJLC INFRASTRUCTURE25% to less than 50%Code CYesMEMBER12/2015Schedule APDF page 38
6STEPHEN SIDNEY BERKELEYCHIEF COMPLIANCE OFFICERIndividualJLC INFRASTRUCTURELess than 5%Code NAYesCHIEF COMPLIANCE OFFICER02/2017Schedule APDF page 38
7TASHA MARIE HENDERSONSECRETARY AND CHIEF FINANCIAL OFFICERIndividualJLC INFRASTRUCTURELess than 5%Code NANoSECRETARY AND CHIEF FINANCIAL OFFICER12/2015Schedule APDF page 39
8ROBERT JAMES KEOUGHMANAGING DIRECTORIndividualJLC INFRASTRUCTURELess than 5%Code NAYesMANAGING DIRECTOR02/2018Schedule APDF page 39
9ALIQUOT HOLDINGS LLCMEMBERDomestic entityJLC INFRASTRUCTURE5% to less than 10%Code ANoMEMBER10/2018Schedule APDF page 39
10PRESIDIO CAPITAL HOLDINGS LLCMEMBERDomestic entityJLC INFRASTRUCTURE10% to less than 25%Code BNoMEMBER07/2018Schedule APDF page 39
11JUNE BUG LIFETIME TRUSTMEMBERDomestic entityJP3 LLC75% or moreCode EYesMEMBER01/2016Schedule BPDF page 39
12EARVIN JOHNSONTRUSTEEIndividualJUNE BUG LIFETIME TRUSTPercentage not specifiedCode FYesTRUSTEE03/1992Schedule BPDF page 39
13MARLON RENARD SMITHMEMBERIndividualALIQUOT HOLDINGS LLC75% or moreCode EYesMEMBER06/2018Schedule BPDF page 39
14ERIC LEON HOLOMANMEMBERIndividualPRESIDIO CAPITAL HOLDINGS LLC75% or moreCode EYesMEMBER12/2014Schedule BPDF page 39
15LOOP CAPITAL LLCOWNERDomestic entityLOOP CAPITAL ASSET MANAGEMENT LLC75% or moreCode EYesOWNER06/2021Schedule BPDF page 39
16LOOP CAPITAL HOLDINGS LLCOWNERDomestic entityLOOP CAPITAL LLC50% to less than 75%Code DYesOWNER10/2013Schedule BPDF page 39
17JAMES REYNOLDSOWNERIndividualLOOP CAPITAL HOLDINGS LLC75% or moreCode EYesOWNER01/2004Schedule BPDF page 39

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/27/2026 9:09:27 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.