Daniel Tachiera is a registered investment advisor at Jcsd Capital, LLC, based in Walnut Creek, CA, with 12 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JCSD Capital typically charges a quarterly management fee based on a percentage of the investor's capital account. This fee is generally 1.0% annually (0.25% per quarter). JCSD may also receive a special profit allocation equal to 20% of the net income allocated to each investor for the year, but only if the net income exceeds any cumulative losses from earlier periods. JCSD currently does not charge a management fee or profit allocation to the separately managed account, but may do so in the future with the account holder's consent.
Location
1981 N. Broadway Blvd., Suite 270, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jcsd Capital, LLC
State Registrations1 state
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