JEFFERSON BRIDGE CAPITAL, LLC
Adviser information for JEFFERSON BRIDGE CAPITAL, LLC last updated from Form ADV on March 28th, 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 | Tennessee, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 30 | $106.2M |
| Non-Discretionary | 0 | $0 |
| Total | 30 | $106.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 11 | $1.9M |
| HNW Individuals | <5 | $2.1M |
| 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 | 6 | $102.1M |
| 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 | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-128527 |
|---|---|
| SEC ERA File Number | 801-128527 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325636 |
| Legal Entity Identifier | None |
Principal Office
3322 WEST END AVENUESUITE 110
NASHVILLE
TN
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 615-312-7750, Fax: None
Chief Compliance Officer
ANDREW TAYLOR
3322 WEST END AVENUE
SUITE 110
NASHVILLE
TN
United States
Tel:
629-401-4008
A******@******************M
(Full email address available in API data)
Regulatory Contact
JOSHUA IRELAND
3322 WEST END AVENUE
SUITE 110
NASHVILLE
TN
United States
Tel:
678-613-4200
J*******@******************M
(Full email address available in API data)
Industry Affiliates
| WOODMONT INVESTMENT COUNSEL, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JEFFERSON BRIDGE INVESTMENT HOLDINGS | Domestic Entity | – | OWNER | 10/2021 | 50-75% |
| WOODMONT INVESTMENT COUNSEL, LLC | Domestic Entity | – | OWNER | 10/2021 | 25-50% |
| SOUTH SUMMIT CAPITAL | Domestic Entity | – | OWNER | 10/2021 | 10-25% |
| JOHNSON, ANDRE, P | Individual | JEFFERSON BRIDGE INVESTMENT HOLDINGS | MEMBER | 10/2021 | 25-50% |
| HAMMONDS, COREY, DEWAYNE | Individual | JEFFERSON BRIDGE INVESTMENT HOLDINGS | MEMBER | 10/2021 | 25-50% |
| MCGRUDER, JEFFERY, WAYNE | Individual | JEFFERSON BRIDGE INVESTMENT HOLDINGS | MEMBER | 10/2021 | 25-50% |
| FROHSIN, STEPHEN, ADLER | Individual | WOODMONT INVESTMENT COUNSEL, LLC | PRINCIPAL | 11/2004 | 25-50% |
| SETTLE, WILL, E | Individual | WOODMONT INVESTMENT COUNSEL, LLC | PRINCIPAL | 04/2011 | 25-50% |
| SSC WIC HOLDINGS | Domestic Entity | WOODMONT INVESTMENT COUNSEL, LLC | OWNER | 02/2023 | 25-50% |
| BENEDICT, JOSEPH, KEITH | Individual | SSC WIC HOLDINGS | MANAGING MEMBER | 02/2023 | > 75% |
| Ireland, Joshua, Anthony | Individual | – | CCO, CEO | 10/2021 | < 5% |
| TAYLOR, ANDREW, JULIUS | Individual | – | PRINCIPAL | 10/2021 | < 5% |
| BENEDICT, JOSEPH, KEITH | Individual | SOUTH SUMMIT CAPITAL | MANAGING MEMBER | 10/2021 | > 75% |