JSF FINANCIAL, LLC

https://www.linkedin.com/company/jsf-financial-llc LOS ANGELES, CA Investment Advisor How do I update this listing?

JSF Financial is based out of Los Angeles. JSF Financial is a large advisory firm with 551 clients and discretionary assets under management (AUM) of $742,185,755 (Form ADV from 2020-06-23). Their last reported 13F filing for Q2 2020 included $115,568,000 in managed 13F securities and a top 10 holdings concentration of 76.66%. JSF Financial's largest holding is iShares Core S&P 500 ETF with shares held of 100,145. Whalewisdom has at least 7 13F filings

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06/30/2020

13F Activity

  • Market Value $115.568 Million
  • Prior Market Value $98.55 Million
  • New Purchases9 stocks
  • Additional Purchases14 stocks
  • Sold out of5 stocks
  • Reduced holdings in30 stocks
  • Top 10 Holdings % 76.66 %
  • Turnover % [1]:22.22%
  • Turnover Alt % [2]: 7.89 %
  • Time Held Top20:2.25 quarters
  • Time Held Top10:1.70 quarters
  • Time Held All:2.65 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 31.02%
Performance Last 4 Quarters: -5.27%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

JSF FINANCIAL, LLC
6300 WILSHIRE BLVD. SUITE 700
LOS ANGELES CA    90048
Country: United States

Business Phone: 323-866-0833
Fax: 323-866-0838
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 18
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Commissions
Amount of client funds and securities: 153,005,000
Total Number of Clients: 551
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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JSF FINANCIAL, LLC

ownership team - last updated 2020-06-23
Name Title Start Date Direct/Indirect % Ownership
FISHMAN, JEFFREY, SETH MANAGING MEMBER 07/01/1995 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JSF FINANCIAL, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 1995-07-01
JSF FINANCIAL, LLC MANAGING MEMBER direct 1995-07-01
ALJ CAPITAL MANAGEMENT, LLC MANAGER, CHIEF COMPLIANCE OFFICER direct 2003-09-01
ALJ CAPITAL MANAGEMENT, LLC MANAGER, CCO direct 2003-09-01
ALJ CAPITAL MANAGEMENT, LLC MEMBER indirect 2003-09-01
FISHMAN, SHARI CHIEF COMPLIANCE OFFICER 03/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JSF FINANCIAL, LLC CHIEF COMPLIANCE OFFICER direct 2011-03-01
SEKINE, SAMUEL CHIEF OPERATIONS OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JSF FINANCIAL, LLC CHIEF OPERATIONS OFFICER direct 2018-01-01

JSF FINANCIAL, LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

JSF FINANCIAL, LLC

ownership team - last updated 2019-12-03
Name Title Start Date Direct/Indirect % Ownership
FISHMAN, JEFFREY, SETH MANAGING MEMBER 07/01/1995 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JSF FINANCIAL, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 1995-07-01
JSF FINANCIAL, LLC MANAGING MEMBER direct 1995-07-01
ALJ CAPITAL MANAGEMENT, LLC MANAGER, CHIEF COMPLIANCE OFFICER direct 2003-09-01
ALJ CAPITAL MANAGEMENT, LLC MANAGER, CCO direct 2003-09-01
ALJ CAPITAL MANAGEMENT, LLC MEMBER indirect 2003-09-01
FISHMAN, SHARI CHIEF COMPLIANCE OFFICER 03/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JSF FINANCIAL, LLC CHIEF COMPLIANCE OFFICER direct 2011-03-01
SEKINE, SAMUEL CHIEF OPERATIONS OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JSF FINANCIAL, LLC CHIEF OPERATIONS OFFICER direct 2018-01-01

JSF FINANCIAL, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
FISHMAN, JEFFREY, SETH MANAGING MEMBER 07/01/1995 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JSF FINANCIAL, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 1995-07-01
JSF FINANCIAL, LLC MANAGING MEMBER direct 1995-07-01
ALJ CAPITAL MANAGEMENT, LLC MANAGER, CHIEF COMPLIANCE OFFICER direct 2003-09-01
ALJ CAPITAL MANAGEMENT, LLC MANAGER, CCO direct 2003-09-01
ALJ CAPITAL MANAGEMENT, LLC MEMBER indirect 2003-09-01
FISHMAN, SHARI CHIEF COMPLIANCE OFFICER 03/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JSF FINANCIAL, LLC CHIEF COMPLIANCE OFFICER direct 2011-03-01
SEKINE, SAMUEL CHIEF OPERATIONS OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
JSF FINANCIAL, LLC CHIEF OPERATIONS OFFICER direct 2018-01-01

JSF FINANCIAL, LLC

ownership team - last updated 2018-12-27
Name Title Start Date Direct/Indirect % Ownership
FISHMAN, JEFFREY, SETH MANAGING MEMBER 07/01/1995 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JSF FINANCIAL, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 1995-07-01
JSF FINANCIAL, LLC MANAGING MEMBER direct 1995-07-01
ALJ CAPITAL MANAGEMENT, LLC MANAGER, CHIEF COMPLIANCE OFFICER direct 2003-09-01
ALJ CAPITAL MANAGEMENT, LLC MANAGER, CCO direct 2003-09-01
ALJ CAPITAL MANAGEMENT, LLC MEMBER indirect 2003-09-01
FISHMAN, SHARI CHIEF COMPLIANCE OFFICER 03/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JSF FINANCIAL, LLC CHIEF COMPLIANCE OFFICER direct 2011-03-01

JSF FINANCIAL, LLC

ownership team - last updated 2018-05-23
Name Title Start Date Direct/Indirect % Ownership
FISHMAN, JEFFREY, SETH MANAGING MEMBER 07/01/1995 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JSF FINANCIAL, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 1995-07-01
JSF FINANCIAL, LLC MANAGING MEMBER direct 1995-07-01
ALJ CAPITAL MANAGEMENT, LLC MANAGER, CHIEF COMPLIANCE OFFICER direct 2003-09-01
ALJ CAPITAL MANAGEMENT, LLC MANAGER, CCO direct 2003-09-01
ALJ CAPITAL MANAGEMENT, LLC MEMBER indirect 2003-09-01
FISHMAN, SHARI CHIEF COMPLIANCE OFFICER 03/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
JSF FINANCIAL, LLC CHIEF COMPLIANCE OFFICER direct 2011-03-01

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