Jcp Investment Management, Llc
- Regulatory AUM
- $252M
- Discretionary
- $252M
- Clients
- 11
- Avg AUM / client
- $22.9M
- Accounts
- 31
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 9 | $138M | 54.9% |
| Pooled investment vehicles (non-investment companies) | 2 | $114M | 45.1% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $139M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Jcp Investment Partnership, Lp | Hedge Fund | Texas | $93.0M | 79 |
| Jcp Asset Partnership Vii, Lp | Hedge Fund | Texas | $32.4M | 28 |
| Jcp Single Asset Partnership, Lp | Hedge Fund | Texas | $9.6M | 24 |
| Jcp Asset Partnership Vi, Lp | Hedge Fund | Texas | $4.2M | 28 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Christopher Pappas | Managing Member And Portfolio Manager | Jun 2009 (17y) | 75% or more | |
| Matthew Scott Powalski | Chief Compliance Officer / Chief Financial Officer / Chief Operating Officer | Nov 2021 (5y) | Less than 5% | |
| Blake William Nelson | Registered representative | Jun 2022 (4y) | ||
| John Richmond Sullivan | Registered representative | Dec 2022 (4y) | ||
| Taylor Zane Rhyne | Registered representative | Aug 2024 (2y) | ||
| Jacob James Saour | Registered representative | Jun 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $139M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Jcp Investment Partnership, Lp | Hedge Fund | $93.0M | $1.0M | 79 |
| Jcp Asset Partnership Vii, Lp | Hedge Fund | $32.4M | $500K | 28 |
| Jcp Single Asset Partnership, Lp | Hedge Fund | $9.6M | $1.0M | 24 |
| Jcp Asset Partnership Vi, Lp | Hedge Fund | $4.2M | $500K | 28 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $117M (46% of AUM) Mar 2026
- Pershing $13.1M (5% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗