Fj Capital Management LLC (Mclean)


Fj Capital Management LLC is a large advisory firm based in Mclean. It manages $1.08 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Maryland and Virginia.

Fj 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.

Fj Capital Management: assets under management

The assets under management (AUM) of Fj Capital Management LLC is $1.08 billion. The firm's AUM has grown by 555% since the beginning of its operation, and $249.41 million of the total AUM is attributable to clients outside of the United States.

The firm manages $854.77 million in discretionary accounts and $226.74 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $106.85 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $32.39 million.
Fj Capital Management has custody of $694.16 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fj Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Fj Capital Management serves?

The only and largest group of clients of Fj Capital Management is pooled investment vehicles with 6 clients and $740.91 million of assets under management. Among the 7 most similar advisory firms, Fj Capital Management has the 3rd lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $740.91 million for 6 clients. None of the firm’s clients are foreign persons or businesses.

Fj Capital Management also advises several private funds. Namely, two hedge funds and two other private funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Fj Capital Management LLC

The company employs 15 people that are either part- or full-time employees. 73 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person 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.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Martin Saul Friedman Co-founder, chief investment officer & managing member 1 Dec 2007 75% - 100% 1917123
Andrew Frank Jose Co-founder, chief compliance officer & managing partner 1 Dec 2007 Other 3277190
Jeffrey Alan Kashdin Chief financial officer and chief operating officer 1 Dec 2013 Other 5463095

Based in Mclean

The principal office where Fj Capital Management LLC performs its advisory services is located at 1313 Dolley Madison Blvd, Mclean, VA 22101, 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 703-331-5500 or by fax 703-639-0025. The normal business hours are 8:30 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at fjcapital.com.