# JCP Investment Management, LLC

> JCP Investment Management, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 150635
- Filed as: JCP INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150635
- AdvisorCensus page: https://advisorcensus.com/firm/jcp-investment-management-llc-houston-tx-150635

## Quick answers

**How is JCP Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JCP Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is JCP Investment Management, LLC located?**
JCP Investment Management, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is JCP Investment Management, LLC registered with the SEC or a state?**
JCP Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 150635.

**How much does JCP Investment Management, LLC manage?**
JCP Investment Management, LLC reports $252,257,241 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have JCP Investment Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for JCP Investment Management, LLC: Regulatory assets under management: $137,826,354 in the October 2021 data and $252,257,241 in the October 2026 data, up 83%. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does JCP Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does JCP Investment Management, LLC use?**
JCP Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does JCP Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150635

**What changed in JCP Investment Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $252,257,241
- Discretionary: $252,257,241
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 9 | $138,421,629 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $113,835,612 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jcpinv.com](https://jcpinv.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $137,826,354 | 3 | August 9, 2021 |
| October 2022 | $209,012,744 | 4 | January 31, 2022 |
| October 2023 | $244,253,923 | 5 | March 16, 2023 |
| October 2024 | $249,818,286 | 5 | April 29, 2024 |
| October 2025 | $252,640,784 | 6 | March 28, 2025 |
| October 2026 | $252,257,241 | 6 | March 27, 2026 |

Regulatory assets under management: $137,826,354 in the October 2021 data and $252,257,241 in the October 2026 data, up 83%.
Total employees: 3 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JCP Investment Management, LLC (CRD 150635): Form ADV filing data as of October 2026.