Account Minimums and Types of Clients — Form ADV Part 2A (1/28/2025)
[Brochure]
Item 7. Types of Clients and Account Requirements
JFL is an investment advisory firm, managing pension funds, endowment funds, commingled funds
(including the JF International Equity Fund LLC and several Canadian mutual funds that are not available
to US investors), corporate and private portfolios for clients in North America and overseas.
The minimum for opening an account directly with our firm is generally $1 million for separately
managed clients and $1 million for pooled or commingled clients. Individuals and entities with smaller
accounts may become clients indirectly through wrap sponsors. In Canada we may take on smaller
accounts if invested in our commingled or sub-advised mutual funds.