Jgd Management Corp. (New York)
Jgd Management Corp. is a large advisory firm based in New York. It manages $12.5 billion of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.
Jgd Management Corp provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Jgd Management Corp: assets under management
The assets under management (AUM) of Jgd Management Corp. is $12.5 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $12.5 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $297.62 million each.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Jgd Management Corp. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Jgd Management Corp.
Jeffrey Andrew Weber has been acting as President since 1 Oct 2004. Daniel Alexander Schwartz has served as the Chief Investment Officer since 1 Mar 1993 and James Gerard Dinan is the Chief Executive Officer of Jgd Management Corp. family office. Adam Jay Semler joined the executive team most recently as the Chief Operating Officer.
Direct owners and executive officers
Based in New York
The principal office where Jgd Management Corp. performs its advisory services is located at 767 Fifth Avenue, New York, NY 10153, which is also the mailing address of the firm. An additional office of the firm is in Washington, DC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-300-1372 or by fax 212-300-1301. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at .
