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| Happy Holidays!! thanks for using AUM13F!! |
| J2 Capital Management Inc
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| CRD # | 152964 |
| SEC # | 801-107928 |
| CIK # | 0001586882 |
| AUM | $178.7 M (2025-03-12) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 248-641-4444 |
| Address | 1301 W Long Lake Rd Troy, MI 48098 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 3.0 | ||
| SPDR Gold Trust | 1.8 | ||
| Amazon Com Inc | 1.3 | ||
| Celestica Inc | 1.0 | ||
| Kroger Co | 0.9 | ||
| Fortinet Inc | 0.8 | ||
| iShares Bitcoin Trust | 0.8 | ||
| Comfort Systems USA Inc | 0.8 | ||
| Verizon Communications Inc | 0.8 | ||
| Autozone Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 51.3 |
| (b) Individuals (high net worth individuals) | 66 | 113.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 13.3 |
| (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 | 2 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 844 | 178.7 |
| By Discretionary | ||
| Discretionary | 844 | 178.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 844 | 178.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 178.3 | |
| Total | 844 | 178.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001586882] |
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