3j Capital

Commission-BasedFee-Only (% of Portfolio)

3J Capital Partners LTD manages investments for clients through separately managed accounts (SMAs). They make the investment decisions and handle the day-to-day management of these accounts. The firm primarily invests in stocks, bonds, investment funds, hedge funds, notes, and other banking-related investments. Investment advice is tailored to each client's risk tolerance and investment goals, but clients cannot specify individual investments. The firm does not participate in wrap fee programs.

Assets Under Management$190M
Clients117
AdvisorsN/A
Avg. per Client$1.7M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

3J Capital Partners LTD charges a management fee that ranges from 0.15% to 1.0% per year, depending on the size of your account. This fee is negotiable. If the firm purchases or sells securities through Blue Castle, which is under common control with 3J Capital Partners LTD, then the firm does not charge a management fee in respect of such account. However, Blue Castle receives a commission on such trades that generally is equal to 0.5-1.5% of full offer/full bid.

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