The J. TEAM FINANCIAL, INC. is a privately held investment adviser that advises $262.03mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. J. TEAM FINANCIAL, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 94.51% over the last 5-years.
The Group has been registered with the SEC for 12.86 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 425 CYPRESS ST., ABILENE, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 8 investment and 3 non-investment staff. The total number of Employees increased by 37.5% over the last 5-years.
Their $262.03mn in assets advised are owned by 1 private fund, 1 public fund and BDCs and 7 other accounts. Assets of High Net Worth Individuals clients own $159.17mn or 60.74% of Total Assets and Individuals own $59.08mn or 22.55% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
J. TEAM FINANCIAL, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.