Jadwin Partners, LLC (Burlingame)

Name: Jadwin Partners, LLC
Address: 1424 Chapin Avenue, Burlingame, CA, 94010
Telephone: 650-372-2703

Jadwin Partners, LLC is an adviser based in Burlingame. It manages $49.08 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.

Jadwin Partners 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.

Jadwin Partners: assets under management

The assets under management (AUM) of Jadwin Partners, LLC is $49.08 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 23% since the beginning of its operation, and $48.98 million of the total AUM is attributable to clients outside of the United States.

The firm manages $49.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.36 million each.

Jadwin Partners has custody of $34.54 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jadwin Partners, 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.

What kind of clients Jadwin Partners serves?

The only and largest group of clients of Jadwin Partners is pooled investment vehicles with 3 clients and $49.08 million of assets under management. Among the 2 most similar advisory firms, Jadwin Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $49.08 million for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Jadwin Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Jadwin Partners, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David C Reale	Manager	1 Feb 2013	50% - 75%	4255496
Steven Charles Deluca	Chief compliance officer and manager	1 Feb 2013	50% - 75%	2021781

Based in Burlingame

The principal office where Jadwin Partners, LLC performs its advisory services is located at 1424 Chapin Avenue, Burlingame, CA 94010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-372-2703. The normal business hours are 5am-5pm on Monday - Friday. You can find more information about the New York firm at jadwin.com.