Jcr Capital Investment Corporation (Denver)

Name: Jcr Capital Investment Corporation
Address: 1225 17 Th St, Denver, CO, 80202
Telephone: 303-531-0204

Jcr Capital Investment Corporation is a large advisory firm based in Denver. It manages $958.22 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Colorado.

Jcr Capital Investment Corporation provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and loan origination and asset management for separate accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jcr Capital Investment Corporation: assets under management

The assets under management (AUM) of Jcr Capital Investment Corporation is $958.22 million. The firm's AUM has grown by 852% since the beginning of its operation, and $1 million of the total AUM is attributable to clients outside of the United States.

The firm manages $577.06 million in discretionary accounts and $381.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $72.13 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $190.58 million.

Jcr Capital Investment Corporation has custody of $446.77 million in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jcr Capital Investment Corporation 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.

What kind of clients Jcr Capital Investment Corporation serves?

The firm provides services to insurance companies and pooled investment vehicles. The largest group of clients of Jcr Capital Investment Corporation is pooled investment vehicles with 8 clients and $577.06 million of assets under management. Among the 10 most similar advisory firms, Jcr Capital Investment Corporation has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $943.05 million for 9 clients. None of the firm’s clients are foreign persons or businesses.

Jcr Capital Investment Corporation also advises several private funds. Namely, eight real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $2,000,000.

Careers at Jcr Capital Investment Corporation

The company employs 29 people that are either part- or full-time employees. 97 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Guy Johnson	Shareholder	1 Oct 2008	Other	6131964
Jay N Rollins	Ceo	1 Oct 2008	Other	4153265
Maren Ruth Steinberg	Executive vice president, chief compliance officer	1 Oct 2008	Other	4181717
Lp Jam Select Opportunities Fund	Shareholder	1 Oct 2008	Other	52-2357152
Ltd. Partner Re Insurance Co	Shareholder	1 Mar 2010	Other	26-1491620
Erica England	Chief compliance officer	1 Nov 2012	Other	6138533
Eugene Stix Weil	Shareholder	1 Jan 2014	Other	2465746
Inc. Stancorp Financial Group	Shareholder	1 Jan 2014	Other	93-1253576
Llc Srep Jcr Capital Associates	Shareholder	1 Jan 2014	Other	46-4500974
Peter Shepard	Chief financial officer	1 Aug 2014	Other	6939471
Stephen Todd Erwin	Chief compliance officer	1 Feb 2018	Other	5028461
Llc Walker & Dunlop Investment Management	Sole shareholder	1 Apr 2018	75% - 100%	81-4451498

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ltd. Partner Re Insurance Co	Shareholder	1 Oct 2008	25% - 50%	26-1491620
Srep Capital Partners I Llc	Member	1 Jan 2014	75% - 100%	46-3403310
Inc. Walker & Dunlop	Managing member	1 Nov 2016	75% - 100%	80-0629925

Based in Denver

The principal office where Jcr Capital Investment Corporation performs its advisory services is located at 1225 17 Th St, Denver, CO 80202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-531-0204 or by fax 303-531-2097. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at jcrcapital.com.