AUMdb
JC

Jessurum Capital Llc

State-registered Investment Adviser CRD 334415 · Miami, FL
☆ Save with Pro ADV data as of Jan 08, 2025
Regulatory AUM
Discretionary
Clients
0
Avg AUM / client
Accounts
Employees
1

Who they serve

Client typeClientsAUM% of AUM

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Kevin Enrique Jessurum Registered representative CFA Jan 2025 (2y)

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/08/2025 985 KB 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

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 08, 2025.

View current Form ADV (SEC/IAPD) ↗