Jer Management, LLC is a large advisory firm based in Mclean. It manages $188.85 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Virginia.
Jer Management 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.
The assets under management (AUM) of Jer Management, LLC is $188.85 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jer Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Richard Alexander Harkins joined the executive team most recently as the Chief Compliance Officer And General Counsel.
The principal office where Jer Management, LLC performs its advisory services is located at 7950 Jones Branch Drive, Mclean, VA 22107, which is also the mailing address of the firm. An additional office of the firm is in Valencia, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-714-8000 or by fax 703-714-8100. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.jer.com.