John Sullivan is a registered investment advisor at Jcp Investment Management, LLC, based in Houston, TX, with 3 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 11 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JCP Investment Management manages investments for pooled investment funds, sub-advised funds, and separately managed accounts.
For pooled investment funds, JCP charges an annual management fee ranging from 0% to 1.5% of each investor's capital account balance, payable quarterly in advance. Some investors do not pay a management fee. There is also a performance-based profit allocation ranging from 0% to 25% of the fund's annual net profits, but only if profits exceed a hurdle rate.
For sub-advised funds, JCP charges an annual management fee ranging from 0% to 0.25% of the net asset value of the managed account, payable quarterly in advance. There is also a 25% annual performance fee if profits exceed a 15% hurdle rate.
For separately managed accounts, JCP charges an annual management fee ranging from 0% to 1.75% of the net asset value of the managed account, payable quarterly in advance. Some clients also pay a performance fee.
Each client's fee structure and withdrawal terms are negotiated with JCP.
Location
1177 West Loop South, Suite 1320, Houston, TX, 77027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is involved in multiple family businesses, primarily focused on real estate and agricultural investments through various LLCs, dedicating time ranging from minimal to about a quarter of his time for each. His roles include managing member, authorized signer, and president, overseeing asset management, property management, and investment consulting.
Employment History
Current Registrations
Jcp Investment Management, LLC
State Registrations1 state
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