# Juggernaut Management, LLC

> Juggernaut Management, LLC is an SEC-registered investment advisory firm in Washington, DC, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 160623
- Filed as: JUGGERNAUT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160623
- AdvisorCensus page: https://advisorcensus.com/firm/juggernaut-management-llc-washington-dc-160623

## Quick answers

**How is Juggernaut Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Juggernaut Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other.

**Where is Juggernaut Management, LLC located?**
Juggernaut Management, LLC's principal office is in Washington, DC, according to its Form ADV.

**Is Juggernaut Management, LLC registered with the SEC or a state?**
Juggernaut Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160623.

**How much does Juggernaut Management, LLC manage?**
Juggernaut Management, LLC reports $1,199,134,194 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Juggernaut Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Juggernaut Management, LLC: Regulatory assets under management: $1,546,667,154 in the October 2021 data and $1,199,134,194 in the October 2026 data, down 22%. Total employees: 16 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Juggernaut Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (19).

**Does Juggernaut 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/160623

**What changed in Juggernaut Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,429,420,552 to $1,199,134,194 (-16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,199,134,194
- Discretionary: $1,199,134,194
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 19 | $1,199,134,194 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 15 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jcpinclusion.com
- juggernautcap.com
- LinkedIn @JUGGERNAUT-CAPITAL-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,546,667,154 | 16 | March 30, 2021 |
| October 2022 | $1,395,857,572 | 16 | June 14, 2022 |
| October 2023 | $1,607,739,111 | 16 | March 31, 2023 |
| October 2024 | $1,543,644,915 | 16 | March 29, 2024 |
| October 2025 | $1,429,420,552 | 15 | March 28, 2025 |
| October 2026 | $1,199,134,194 | 15 | March 31, 2026 |

Regulatory assets under management: $1,546,667,154 in the October 2021 data and $1,199,134,194 in the October 2026 data, down 22%.
Total employees: 16 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,429,420,552 to $1,199,134,194 (-16%).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Juggernaut Management, LLC (CRD 160623): Form ADV filing data as of October 2026.