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.
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 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. 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.
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..
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.
You can reach the main office by calling the phone number 847-457-4720 or by fax 847-656-2880. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.