Jefferson Bridge Capital, LLC

Jefferson Bridge Capital, LLC is a registered investment adviser established in 2021, offering investment advisory and wealth management services to various clients, including individuals, endowments, and institutions. The firm provides separately managed accounts investing in index funds, ETFs, actively managed funds, stocks, and bonds. Investment recommendations are tailored to each client's needs and may include financial planning services. Jefferson Bridge operates on a discretionary basis, allowing the firm to make investment decisions without client consultation. The firm's fee structure ranges from 0.35% to 1.00% of assets under management, with additional fees for retirement plans negotiable based on various factors. Clients have the ability to impose restrictions on their accounts. The firm does not charge performance fees or engage in side-by-side management. Jefferson Bridge emphasizes diversification and risk management in its investment strategies, utilizing various asset classes and investment vehicles. The firm does not have a minimum investment requirement and holds client assets with independent custodians. Clients are provided with detailed account reports and have the option to direct brokerage. Jefferson Bridge does not receive compensation other than disclosed fees and maintains a Code of Ethics to ensure client interests are prioritized. The firm does not vote client securities and has no financial commitments impairing its obligations.