Jvif, LLC (Woodland Hills)

Jvif, LLC is an investment adviser to an investment company based in Woodland Hills. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.

Jvif provides portfolio management for individuals and small businesses and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jvif, LLC for their services and products based on a percentage of assets under management. 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 Jvif serves?

The only and largest group of clients of Jvif is investment companies with 1 clients and $0 of assets under management. Among the 2 most similar advisory firms, Jvif has the highest percentage of investment companies out of all clients.

None of the firm’s clients are foreign persons or businesses.

Jvif doesn't advise any private funds.

Careers at Jvif, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Evan Floyd Shorten	Managing member and chief compliance officer	1 Aug 2017	50% - 75%	2844733
Justin Lee Ross	Managing member	1 Aug 2017	50% - 75%	6730835

Based in Woodland Hills

The principal office where Jvif, LLC performs its advisory services is located at 5850 Canoga Avenue, Woodland Hills, CA 91367, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.