Jasmijn Capital Management, LLC

Jasmijn Capital Management, LLC, established in 2003 and incorporated in 2014, offers investment advisory services specializing in the Advisor Managed Portfolios Program. The firm is owned by David A. Melling and Jordan V. Schwartz. Clients can expect tailored investment advice based on risk tolerance assessments and discussions about investment objectives. The firm manages $71,429,768 on a discretionary basis. Fees are calculated as a percentage of assets under management, with a maximum annual fee of 2%. Clients may impose restrictions on investments, and the firm does not offer wrap fee programs. Investment strategies include risk assessment, portfolio optimization, and rebalancing. The firm does not charge performance fees and does not engage in side-by-side management. Minimum account balance requirements start at $10,000. Clients have the right to terminate agreements within five business days without penalties. The firm's Code of Ethics ensures fair and ethical practices, with a fiduciary duty to act in the best interest of clients. The firm does not receive compensation for client referrals and does not accept soft dollar benefits. Jasmijn Capital does not accept proxy authority to vote client securities. Clients receive quarterly account statements from the custodian. The firm has a Business Continuity Plan in place since 2018.