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JV GLOBAL CAPITAL, INC.
CRD 316742 · SEC 801-122487
1980 POST OAK BLVD., SUITE 301, HOUSTON, TX, 77056-3899, United States
Phone
832-528-0238
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.3M
Discretionary AUM
$140K
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $2.1M |
| High net worth individuals | 3 | $9.0M |
| Pension/profit sharing plans | 1 | $8.8M |
| Other investment advisers | 2 | $209K |
| Corporations/business entities | 4 | $3.2M |
All web addresses on file
Official SEC filing: View on IAPD