Equal-WT
WhaleScore 2.0 ?
JCP INVESTMENT MANAGEMENT, LLC
2 followers · Follow
JCP Investment Management is based out of Houston. JCP Investment Management is a hedge fund with 11 clients and discretionary assets under management (AUM) of $252,640,784 (Form ADV from 2025-03-28). Their last reported 13F filing for Q3 2025 included $152,572,416 in managed 13F securities
and a top 10 holdings concentration of 88.35%. JCP Investment Management's largest holding is SPDR S&P 500 ETF TRUST with shares held of 34,547. Whalewisdom has at least 16 13F filings, 99 13D filings, 3 13G filings, and 11 Form 4 filings
Business Description
JCP Investment Management, LLC ("JCP," the "Firm," or the "Investment Manager") has been in business since April 9, 2009. The principal owner is James Christopher Pappas.
Currently, JCP provides investment advisory services on a discretionary basis to pooled investment vehicles (“the Fund(s)”), sub-advised funds for investment managers, and Separately Managed Accounts (“SMA(s)”) for high net worth individuals – collectively (“investment account(s)”). Investment advisory services provided to sub-advised funds include: (i) defining an investment strategy within the stated investment objectives, (ii) buying or selling portfolio securities on behalf of the account and (iii) periodic reporting per the sub-advisory agreement between JCP and the sub-advised fund. Investment advisory services provided to SMA clients include: (i) defining an investment strategy within the stated investment objectives, (ii) buying or selling portfolio securities on behalf of the client, and (iii) reporting to each client in accordance with the managed account agreement.
Owners
- PAPPAS, JAMES, CHRISTOPHER - MANAGING MEMBER AND PORTFOLIO MANAGER
- POWALSKI, MATTHEW, SCOTT - CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
(Subscription Required)
Other Contact Information
(Subscription Required)