J.D. CAPITAL PARTNERS LLC
Adviser information for J.D. CAPITAL PARTNERS LLC last updated from Form ADV on March 27th, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
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 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-75368 |
|---|---|
| SEC ERA File Number | 802-75368 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 125053 |
| Legal Entity Identifier | None |
Principal Office
60 WILLIAM STREET, SUITE 230WELLESLEY
MA
United States
Monday - Friday, 9AM-5PM
Tel: 781-489-1200, Fax: 781-489-1201
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CHESTNUT HILL VENTURES LLC | Venture Capital Fund | $208.0M | $0.0M | 34 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| AMY SMITH BERYLSON GRANTOR RETAINED ANNUITY TRUST FBO JAMES BERYLSON | Domestic Entity | – | MEMBER | 10/2014 | < 5% |
| AMY SMITH BERYLSON GRANTOR RETAINED ANNUITY TRUST FBO JENNIFER BERYLSON BLOCK | Domestic Entity | – | MEMBER | 10/2014 | < 5% |
| AMY SMITH BERYLSON GRANTOR RETAINED ANNUITY TRUST FBO ELIZABETH BERYLSON KATZ | Domestic Entity | – | MEMBER | 10/2014 | < 5% |
| BALK, MARK, D. | Individual | – | TRUSTEE OF ALL LISTED TRUSTS | 10/2014 | < 5% |
| AMY SMITH BERYLSON GRANTOR RETAINED ANNUITY TRUST FBO ELIZABETH BERYLSON KATZ | Domestic Entity | AMY SMITH BERYLSON GRANTOR RETAINED ANNUITY TRUST FBO ELIZABETH BERYLSON KATZ | TRUST | 10/2014 | |
| AMY SMITH BERYLSON GRANTOR RETAINED ANNUITY TRUST FBO JAMES BERYLSON | Domestic Entity | AMY SMITH BERYLSON GRANTOR RETAINED ANNUITY TRUST FBO JAMES BERYLSON | TRUST | 10/2014 | |
| AMY SMITH BERYLSON GRANTOR RETAINED ANNUITY TRUST FBO JENNIFER BERYLSON BLOCK | Domestic Entity | AMY SMITH BERYLSON GRANTOR RETAINED ANNUITY TRUST FBO JENNIFER BERYLSON BLOCK | TRUST | 10/2014 | |
| BALK, MARK, D. | Individual | AMY SMITH BERYLSON GRANTOR RETAINED ANNUITY TRUST FBO JAMES BERYLSON | TRUSTEE OF ALL LISTED TRUSTS | 10/2014 | |
| BERYLSON, JAMES THOMAS | Individual | – | MANAGER | 07/2023 | < 5% |
| RICHARD A. SMITH 2000 POWER OF APPOINTMENT TRUST U/ART III FBO AMY SMITH BERYLSON | Domestic Entity | – | MEMBER | 07/2023 | 5-10% |
| TRUST UWO PHILIP SMITH FBO RICHARD A. SMITH | Domestic Entity | – | MEMBER | 09/2023 | 10-25% |
| RICHARD A. SMITH 2000 POWER OF APPOINTMENT TRUST U/ART III FBO AMY SMITH BERYLSON | Domestic Entity | RICHARD A. SMITH 2000 POWER OF APPOINTMENT TRUST U/ART III FBO AMY SMITH BERYLSON | TRUST | 07/2023 | |
| TRUST UWO PHILIP SMITH FBO RICHARD A. SMITH | Domestic Entity | TRUST UWO PHILIP SMITH FBO RICHARD A. SMITH | TRUST | 09/2023 |