Jcsd Capital, Llc
- Regulatory AUM
- $215M
- Discretionary
- $188M
- Clients
- 4
- Avg AUM / client
- $53.6M
- Accounts
- 4
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $26.2M | 12.2% |
| Pooled investment vehicles (non-investment companies) | 3 | $188M | 87.8% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $87.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Jcsd Partners, L.P. | Hedge Fund | Delaware | $72.3M | 65 |
| Jcsd Partners Ii, L.P. | Hedge Fund | Delaware | $15.3M | 19 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven James Didion | Manager | Oct 2004 (22y) | 50% – 75% | |
| Daniel Joseph Tachiera | Chief Compliance Officer | Mar 2011 (15y) | 10% – 25% | |
| Miller, Jeffrey, Alan | Member | Aug 2020 (6y) | 10% – 25% |
Undisclosed: 0% – 30% 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 (2, $87.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Jcsd Partners, L.P. | Hedge Fund | $72.3M | $500K | 65 |
| Jcsd Partners Ii, L.P. | Hedge Fund | $15.3M | $500K | 19 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 1.49 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 pooled investment vehicles
Custody
Reported custodians
- Wells Fargo $26.2M (12% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗