J & M LEGACY ADVISORS LLC
Adviser information for J & M LEGACY ADVISORS LLC last updated from Form ADV on March 12th, 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 0 | $0 |
Total | 0 | $0 |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
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 pooled investment vehicles |
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Compensation | Fixed fees |
Identifiers
SEC RIA File Number | 801-129871 |
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SEC ERA File Number | 801-129871 |
SEC CIK Numbers | None |
SEC CRD Numbers | 329190 |
Legal Entity Identifier | None |
Principal Office
12265 WEST BAYAUD AVENUESUITE 200
LAKEWOOD
CO
United States
Monday - Friday, 9 -5 PM
Tel: 720-635-7092, Fax: None
Chief Compliance Officer
MAREN STEINBERG
COO
12265 WEST BAYAUD AVENUE
SUITE 200
LAKEWOOD
CO
United States
Tel:
720-635-7092
S***********@******T
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
JCR CAPITAL INCOME FUND V (PARALLEL) (Q), L.P. | Real Estate Fund | $134.4M | $1.0M | 14 |
JCR CAPITAL INCOME FUND V (Q), L.P. | Real Estate Fund | $194.6M | $1.0M | 273 |
JCR CAPITAL INCOME V (PARALLEL), L.P. | Real Estate Fund | $1.3M | $0.3M | 2 |
JCR COMMERCIAL REAL ESTATE FINANCE FUND IIIA, L.P. | Real Estate Fund | $1.8M | $1.0M | 39 |
JCR COMMERCIAL REAL ESTATE FINANCE FUND IIIA(Q), L.P. | Real Estate Fund | $3.1M | $1.0M | 37 |
JCR COMMERCIAL REAL ESTATE FINANCE FUND IIIB, L.P. | Real Estate Fund | $3.5M | $1.0M | 56 |
JCR COMMERCIAL REAL ESTATE FINANCE FUND IIIB(Q), L.P. | Real Estate Fund | $32.5M | $1.0M | 215 |
JCR FUND IV 1660, LP | Real Estate Fund | $0.1M | $0.0M | 18 |
JCR INCOME PLUS FUND IV, L.P. | Real Estate Fund | $3.7M | $0.1M | 58 |
JCR INCOME PLUS FUND IV, L.P. (Q) | Real Estate Fund | $129.3M | $0.1M | 221 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
STEINBERG, MAREN, RUTH | Individual | – | CCO AND COO | 10/2023 | < 5% |
ROLLINS, JAY, N | Individual | – | CEO | 10/2023 | < 5% |
DIASCUND CREEK CAPITAL LLC | Domestic Entity | – | SHAREHOLDER | 10/2023 | 50-75% |
JCR ADVISORS LLC | Domestic Entity | – | SHAREHOLDER | 03/2023 | 50-75% |
STEINBERG, MAREN, RUTH | Individual | DIASCUND CREEK CAPITAL LLC | MANAGING MEMBER/OWNER | 10/2023 | > 75% |
ROLLINS, JAY, N | Individual | JCR ADVISORS LLC | MANAGING MEMBER/OWNER | 03/2023 | > 75% |