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TJT Capital Group LLC
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CRD # | 150200 |
SEC # | 801-70286 |
CIK # | |
AUM | $314.7 MM (2024-03-27) |
Employees | 4 (75% Investors, 0% Brokers) |
Phone | 203-504-8850 |
Address | 9 W Broad Street Stamford, CT 06902 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 178 | 47.1 |
(b) Individuals (high net worth individuals) | 93 | 235.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 19 | 21.7 |
(h) Charitable organizations | 1 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 16 | 9.9 |
(n) Other | 0 | 0.0 |
Total | 612 | 314.7 |
By Discretionary | ||
Discretionary | 612 | 314.7 |
Non-Discretionary | 0 | 0.0 |
Total | 612 | 314.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 314.7 | |
Total | 612 | 314.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
MPWM Advisory Solutions LLC
✚
|
GA | 0.3 |
Lifesteps Financial Inc
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|
CA | 0.3 |
The Karras Company Inc
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|
UT | 0.3 |
LPWM LLC
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|
MN | 0.3 |
Summit Wealth Advocates LLC
✚
|
MN | 0.3 |
Garrison Asset Management LLC
✚
|
AR | 0.3 |
Lane and Associates LLC
✚
|
NJ | 0.3 |
Flagship Private Wealth LLC
✚
|
MA | 0.3 |
Lagoda Investment Management LP
✚
|
NY | 0.3 |
Momentous Wealth Management Inc
✚
|
WA | 0.3 |