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J.S. Oliver Capital Management, L.P. (Manhattan Beach)


J.S. Oliver Capital Management, L.P. is an adviser based in Manhattan Beach. It manages $24.21 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

J.S. Oliver Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and performs invst mngt & advisory functions as invst manager for invst ltd partnerships & other pooled invst vehicles.. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

J.S. Oliver Capital Management: assets under management

The assets under management (AUM) of J.S. Oliver Capital Management, L.P. is $24.21 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.01 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay J.S. Oliver Capital Management, L.P. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Chelsey Funding Llc Shareholder 1 Jan 2004 75% - 100% 74-3037801

Based in Manhattan Beach

The principal office where J.S. Oliver Capital Management, L.P. performs its advisory services is located at 2711 N. Sepulveda Blvd #319, Manhattan Beach, CA 90266, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-756-8370 or by fax 858-756-6731. The normal business hours are 6:00 am - 3:00 pm on Monday - Friday.


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