JLP Management Associates, LLC (Lincolnshire)

JLP Management Associates, LLC is a large advisory firm based in Lincolnshire. It manages $98.06 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Illinois.

JLP Management Associates 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.

JLP Management Associates: assets under management

The assets under management (AUM) of JLP Management Associates, LLC is $98.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $98.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $49.03 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay JLP Management Associates, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at JLP Management Associates, LLC

Jules Lee Pomerantz has served as the Chief Investment Officer since 1 Jan 2005. William John Butrym joined the executive team most recently as the C.O.O..

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William John Butrym	C.o.o.	1 Jan 2005	Other	5081221
Jules Lee Pomerantz	Chief investment officer	1 Jan 2005	75% - 100%	5081468

Based in Lincolnshire

The principal office where JLP Management Associates, LLC performs its advisory services is located at 100 Tri State International, Lincolnshire, IL 60069, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.