DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
J•• C•••••• M••••••••• L•••
Latest filing Sep 14, 2026
First filing on the tape Jun 28, 2017 · 19 filings
SEC status approved since Jul 28, 2017
RAUM
$421M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$421M as of Jun 3, 2026
Mar 28, 2018$229M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 3, 2026
Mar 28, 20180 then
Employees (5.A)10 as of Jun 3, 2026
Mar 28, 20187 then
Private funds6 as of Jun 3, 2026
Mar 28, 20183 then
RAUM +28% over the last fiscal year+18% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 14, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $42.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $197M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$421M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $197M for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J•• P••••••• L••• | Hedge Fund | $123M | 61 | Mar 30, 2012 |
| J•• C•••••• O••••••• L••• • C•••• Q• | Hedge Fund | $84.0M | 11 | Mar 25, 2021 |
| J•• C•••••• L••• | Hedge Fund | $21.8M | 27 | Mar 30, 2012 |
| J•• C•••••• O••••••• L••• • C•••• P• | Hedge Fund | $11.0M | 2 | Mar 21, 2024 |
| J•• C•••••• O••••••• L••• • C•••• A• | Hedge Fund | $1.6M | 4 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C••••• B••••• F• · President And Limited Partnercontrolsince 01/2005 · owns 50% to 75%
- E••••••••• Y•••••••• A• · Owner And Limited Partnercontrolsince 01/2017 · owns 25% to 50%
- V••••• V••••••• G•••••• · Chief Compliance Officer And Chief Financial Officercontrolsince 11/2016 · owns less than 5%
- C••••• B••••• F• · Presidentcontrolsince 01/2005 · owns 75% or more of J•• M••••••••• I•••
- E••••••••• Y•••••••• A• · Directorcontrolsince 01/2017 · owns F of J•• M••••••••• I•••
Entity owners
- J•• M••••••••• I••• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Raanana, Israel1 employees
What changed
consecutive filings, newest first
- Pooled vehicle clients · 10 to 9Jun 3, 2026 to Sep 14, 2026
- Financial planning clients · to unsetJun 3, 2026 to Sep 14, 2026
- Private funds · 6 to unsetJun 3, 2026 to Sep 14, 2026
- Related adviser · false to unsetJun 3, 2026 to Sep 14, 2026
- Related bank · false to unsetJun 3, 2026 to Sep 14, 2026
- Related broker-dealer · false to unsetJun 3, 2026 to Sep 14, 2026
- Related insurance company · false to unsetJun 3, 2026 to Sep 14, 2026
- Succession · false to unsetJun 3, 2026 to Sep 14, 2026
- Accounts · 5 to 10Nov 11, 2025 to Mar 30, 2026
- Advisory employees · 7 to 8Nov 11, 2025 to Mar 30, 2026
- Pooled vehicle clients · 8 to 10Nov 11, 2025 to Mar 30, 2026
- Assets in custody · $163M to $197MNov 11, 2025 to Mar 30, 2026
- Employees · 9 to 10Nov 11, 2025 to Mar 30, 2026
- Private funds · 5 to 6Nov 11, 2025 to Mar 30, 2026
- Discretionary RAUM · $330M to $417MNov 11, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $0 to $4.0MNov 11, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $330M to $421MNov 11, 2025 to Mar 30, 2026
- RAUM · $330M to $421MNov 11, 2025 to Mar 30, 2026
- Pooled vehicle clients · 5 to 8Mar 24, 2025 to Nov 11, 2025
- Advisory employees · 8 to 7May 14, 2024 to Mar 24, 2025
- Assets in custody · $145M to $163MMay 14, 2024 to Mar 24, 2025
- Financial planning clients · unset to May 14, 2024 to Mar 24, 2025
- Discretionary RAUM · $307M to $330MMay 14, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $307M to $330MMay 14, 2024 to Mar 24, 2025
- RAUM · $307M to $330MMay 14, 2024 to Mar 24, 2025
- Accounts · 4 to 5Jul 7, 2023 to Mar 21, 2024
- Advisory employees · 7 to 8Jul 7, 2023 to Mar 21, 2024
- Pooled vehicle clients · 4 to 5Jul 7, 2023 to Mar 21, 2024
- Assets in custody · $137M to $145MJul 7, 2023 to Mar 21, 2024
- Employees · 8 to 9Jul 7, 2023 to Mar 21, 2024
- Private funds · 4 to 5Jul 7, 2023 to Mar 21, 2024
- Discretionary RAUM · $258M to $307MJul 7, 2023 to Mar 21, 2024
- Pooled vehicle RAUM · $258M to $307MJul 7, 2023 to Mar 21, 2024
- RAUM · $258M to $307MJul 7, 2023 to Mar 21, 2024
- Advisory employees · 6 to 7Mar 1, 2023 to Mar 9, 2023
- Assets in custody · $153M to $137MMar 1, 2023 to Mar 9, 2023
- Discretionary RAUM · $256M to $258MMar 1, 2023 to Mar 9, 2023
- Pooled vehicle RAUM · $256M to $258MMar 1, 2023 to Mar 9, 2023
- RAUM · $256M to $258MMar 1, 2023 to Mar 9, 2023
- Accounts · 5 to 4Mar 25, 2021 to Mar 29, 2022
Signals
1 dated events
- J•• C•••••• M••••••••• L••• filed its initial SEC registration (Form ADV)Jun 28, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- J•• C•••••• M••••••••• L••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- JGBCAP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-355-5771reportedpublic record, Form ADV, Sep 14, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026