Jll Partners Fch, Inc.

JLL Partners FCH, Inc., established in 2007, is a financial advisor specializing in providing investment advisory services to a pooled investment vehicle exempt from registration under the Investment Company Act of 1940. The firm focuses on private equity investments in the banking industry, managing $140,076,617 in client assets as of December 31, 2024, with all assets managed on a discretionary basis. Clients include high net worth individuals, institutions, and organizations meeting specific investor qualifications. The firm's investment strategy emphasizes value creation through prudent leverage, growth opportunities, and strategic exits. JLL Partners FCH, Inc. operates under a Code of Ethics, ensuring high ethical standards and client-centric practices. The firm discloses potential conflicts of interest, such as performance-based fees and side-by-side management incentives, and maintains a rigorous oversight process for client accounts. Clients receive regular financial reporting and transparency on voting client securities. The firm does not engage in class actions on behalf of clients and has no financial commitments impairing its fiduciary obligations. JLL Partners FCH, Inc. is a fiduciary acting in the best interests of its clients.