JASMIJN CAPITAL MANAGEMENT, LLC
Adviser information for JASMIJN CAPITAL MANAGEMENT, LLC last updated from Form ADV on February 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Utah, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 329 | $69.9M |
| Non-Discretionary | 0 | $0 |
| Total | 329 | $69.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 329 | $69.9M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-112504 |
|---|---|
| SEC ERA File Number | 801-112504 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 127066 |
| Legal Entity Identifier | None |
Principal Office
3450 N TRIUMPH BLVDSUITE 102
LEHI
UT
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 303-991-6409, Fax: 720-367-5310
Websites
Chief Compliance Officer
DAVID MELLING
PRESIDENT
3450 N TRIUMPH BLVD
STE 200
LEHI
UT
United States
Tel:
303-991-6409
Fax:
720-367-5310
D**********@*************************M
(Full email address available in API data)
Regulatory Contact
KURT HAWES
ATTORNEY AT LAW
8483 ROBIDOUX RD
SANDY
UT
United States
Tel:
8018658333
K***@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MELLING, DAVID, ALAN | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 04/2015 | 50-75% |
| SCHWARTZ, JORDAN, VAUN | Individual | – | SENIOR VP | 01/2020 | 50-75% |