JCP INVESTMENT MANAGEMENT, LLC
Adviser information for JCP INVESTMENT MANAGEMENT, LLC last updated from Form ADV on March 29th, 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 | Texas, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 20 | $249.8M |
| Non-Discretionary | 0 | $0 |
| Total | 20 | $249.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $1.3M |
| HNW Individuals | 6 | $109.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $139.2M |
| 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 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
1177 WEST LOOP SOUTHSUITE 1320
HOUSTON
TX
United States
Monday - Friday, BY APPT ONLY
Tel: (713) 333-5540, Fax: None
Websites
Chief Compliance Officer
MATTHEW POWALSKI
CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER
1177 WEST LOOP SOUTH
SUITE 1320
HOUSTON
TX
United States
Tel:
(713) 333-5541
M**@*********M
(Full email address available in API data)
Industry Affiliates
| JCP INVESTMENT PARTNERS, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| JCP ASSET PARTNERSHIP VI, LP | Hedge Fund | $4.2M | $0.5M | 28 |
| JCP ASSET PARTNERSHIP VII, LP | Hedge Fund | $32.4M | $0.5M | 28 |
| JCP INVESTMENT PARTNERSHIP, LP | Hedge Fund | $93.0M | $1.0M | 79 |
| JCP SINGLE-ASSET PARTNERSHIP, LP | Hedge Fund | $9.6M | $1.0M | 24 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PAPPAS, JAMES, CHRISTOPHER | Individual | – | MANAGING MEMBER AND PORTFOLIO MANAGER | 06/2009 | > 75% |
| POWALSKI, MATTHEW, SCOTT | Individual | – | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER | 01/2022 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 15th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ALTA EQUIPMENT GROUP INC | COMMON STOCK | 721K | 90K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 11M | 26K | – |
| CHEESECAKE FACTORY INC | COM | 5M | 131K | – |
| CRH PLC | ORD | 11M | 147K | – |
| FARMER BROS CO | COM | 3M | 993K | – |
| LAMAR ADVERTISING CO NEW | CL A | 9M | 74K | – |
| MARKEL GROUP INC | COM | 9M | 6K | – |
| REGIS CORP MINN | COM | 2M | 68K | – |
| RESTAURANT BRANDS INTL INC | COM | 9M | 130K | – |
| TANDY LEATHER FACTORY INC | COM | 4M | 874K | – |
| UNITED NAT FOODS INC | COM | 6M | 470K | – |
| XPONENTIAL FITNESS INC | COM CL A | 4M | 251K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 17M | 31K | – |