SJC Capital LLC (formerly Steven J Cohen CFA) is a global non-custodial multi-family office consultancy specialising in quality discrete investment management services for exclusive individuals and multi-generational wealth. A registered investment advisor in California USA, headquartered in St. Petersburg Florida, with professional oversight by the Chartered Financial Analyst Institute. Referrals are made to other best-in-class specialists bringing the full range of family office services without conflict of interest inherent in full service entities.
Our “Go To” solutions:
- Best practice adopted from the UK wealthiest family
- Experience in allocating for billion dollar portfolios
- Proven success throughout the economic and investment cycle
- Use of the most productive technologies (A.I. since 2019)
- See though transparency for client funds
- Best custodial service
- Best liquidity service
- Bespoke investment universe for specific ethical, organisational or performance requirements
- Highest professional qualifications
- Evolving solutions for private equity, venture capital, direct lending and real estate