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| J Team Financial Inc
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| CRD # | 134104 |
| SEC # | 801-78596 |
| CIK # | 0002107629 |
| AUM | 262.0 M (2026-03-30) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 325-480-1587 |
| Address | 425 Cypress St Abilene, TX 79601 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002107629 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.6 | ||
| Nvidia Corp | 3.3 | ||
| Conocophillips | 2.8 | ||
| Amazon Com Inc | 2.2 | ||
| Deere & Co | 2.2 | ||
| Home Depot Inc | 1.6 | ||
| Microsoft Corp | 1.4 | ||
| Waste Management Inc | 1.4 | ||
| Tesla Motors Inc | 1.3 | ||
| Texas Pacific Land Corp | 1.1 | ||
| McDonalds Corp | 1.1 | ||
| Alphabet Inc | 0.9 | ||
| Procter & Gamble Co | 0.9 | ||
| Mastercard Inc | 0.9 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | TFS Private Opportunities Fund LP | 2024-03-29 | 9.7 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 211 | 59.1 |
| (b) Individuals (high net worth individuals) | 72 | 159.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 18.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 9.7 |
| (g) Pension and profit sharing plans | 0 | 14.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,205 | 262.0 |
| By Discretionary | ||
| Discretionary | 1,129 | 243.6 |
| Non-Discretionary | 76 | 18.4 |
| Total | 1,205 | 262.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.0 | |
| Total | 1,205 | 262.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107629] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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