Jcp Investment Management, LLC

JCP Investment Management, LLC, established in April 2009 by James Christopher Pappas, offers investment advisory services to pooled investment vehicles, sub-advised funds, and Separately Managed Accounts (SMA) for high net worth individuals. The firm provides tailored advisory services based on client needs and investment strategies, allowing investments in a wide range of securities. As of December 31, 2024, the firm managed approximately $252.6 million in discretionary assets. For the Funds, management fees range from 0% to 1.5% of capital account balances, with a performance-based profit allocation of up to 25% of annual net profits. Sub-advised funds pay a management fee of up to 0.25% of net asset value and a 25% performance fee. SMA clients are charged a management fee of up to 1.75% of net asset value, with potential performance fees. The firm has a minimum investment requirement of $1 million for the Funds and $5 million for sub-advised funds and SMA clients, with the ability to waive or lower these minimums. JCP employs fundamental and cyclical analysis for investment decisions, with strategies including long-term purchases, short sales, and option writing. The firm discloses risks associated with diversification, event-driven trading, hedging strategies, short-selling, leverage, and cybersecurity. JCP has no disciplinary actions, pays no referral fees, and has custody of client assets through qualified custodians. The firm exercises investment discretion for client accounts and votes proxies to maximize shareholder value. JCP's financial condition is sound, with no impairments to meeting contractual commitments.