JRL CAPITAL ADVISORS LLC
Adviser information for JRL CAPITAL ADVISORS LLC last updated from Form ADV on March 25th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 0 |
| 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 | 0 | $0 |
| Non-Discretionary | 302 | $104.7M |
| Total | 302 | $104.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 26 | $1.6M |
| HNW Individuals | 272 | $54.4M |
| 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 | 3 | $9.3M |
| 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 | 1 | $39.3M |
| 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 businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)CONSULTING |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-57158 |
|---|---|
| SEC ERA File Number | 801-57158 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 108162 |
| Legal Entity Identifier | None |
Principal Office
17 CORPORATE PLAZA DR2ND FLOOR
NEWPORT BEACH
CA
United States
Monday - Friday, 8:00AM 4:00PM
Tel: 949-650-2928, Fax: 949-748-8582
Chief Compliance Officer
LARRY R LAW
PRESIDENT
17 CORPORATE PLAZA DR
2ND FLOOR
NEWPORT BEACH
CA
United States
Tel:
949-650-2928
Fax:
714-619-5298
L*****@*********M
(Full email address available in API data)
Regulatory Contact
LARRY R. LAW
PRESIDENT
17 CORPORATE PLAZA DR
2ND FLOOR
NEWPORT BEACH
CA
United States
Tel:
949-650-2928
Fax:
714-619-5298
L*****@*********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 |
|---|---|---|---|---|---|
| LAW, LARRY, RICHARD | Individual | – | PRESIDENT, COO, CHIEF COMPLIANCE OFFICER | 12/1999 | < 5% |
| JRL CAPITAL MANAGEMENT GROUP | Domestic Entity | – | OWNER | 12/1999 | > 75% |