Jadian Capital, LP (New York)


Jadian Capital, LP is a large advisory firm based in New York. It manages $298.42 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Connecticut and New York.

Jadian Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jadian Capital: assets under management

The assets under management (AUM) of Jadian Capital, LP is $298.42 million. The firm's AUM has grown by 101% since the beginning of its operation, and $11.5 million of the total AUM is attributable to clients outside of the United States.

The firm manages $132.7 million in discretionary accounts and $165.72 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.23 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $82.86 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jadian Capital, LP 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 Jadian Capital serves?

The only and largest group of clients of Jadian Capital is pooled investment vehicles with 5 clients and $298.42 million of assets under management. Among the 7 most similar advisory firms, Jadian Capital has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $298.42 million for 5 clients. None of the firm’s clients are foreign persons or businesses.

Jadian Capital also advises several private funds. Namely, four real estate funds. The minimum investment commitment required of non-related persons ranges from $5,000,000 to $35,000,000.

Careers at Jadian Capital, LP

The company employs 10 people that are either part- or full-time employees. 90 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.

Douglas Aaron Sanders joined the executive team most recently as the Chief Operating Officer, Managing Director And Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Jarret Scott Cohen Chief executive officer 1 Jun 2017 50% - 75% 4565104
Douglas Aaron Sanders Chief financial officer; chief operating officer 1 Jun 2017 Other 6943698
Llc Jadian Capital General partner 1 Mar 2018 Other 82-2159168
Gary Mark Kravetz Chief compliance officer 1 Mar 2018 Other 6943701
Curtis Scott Lane Limited partner 1 Apr 2018 25% - 50% 718950
Douglas Aaron Sanders Chief operating officer, managing director and chief compliance officer 1 Mar 2019 Other 6943698

Based in New York

The principal office where Jadian Capital, LP performs its advisory services is located at 1114 Avenue Of The Americas, New York, NY 10036 The mailing address of the firm is 1114 Avenue Of The Americas, New York, NY 10036. An additional office of the firm is in Greenwich, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-503-5900 or by fax 212-503-5901. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at jadiancapital.com and its LinkedIn profile.