Asset ManagerRIA · CRD 309461SEC-Registered

Updated:

J. Wood Capital Advisors

J. Wood Capital Advisors delivers focused, unbiased capital-raising advice from offices in Palo Alto, Cambridge and Santa Rosa.

J. Wood Capital Advisors

J. Wood Capital Advisors LLC. is an SEC-registered investment adviser in Lynchburg, VA. The firm manages $55 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Palo Alto

Corporate office

Palo Alto, CA, United States

Additional offices

Cambridge, MA · Santa Rosa, CA

Frequently asked questions

Does J. Wood Capital deploy its own capital into client raises?

Based on its public positioning, J. Wood Capital operates purely as an advisor. Its stated commitment to unbiased advice implies a separation from principal investing activity, distinguishing it from firms that co-invest alongside their clients.

How is J. Wood Capital compensated for its advisory work?

The firm's specific fee structures are not publicly detailed. Advisory firms in capital-raising roles typically charge retainer fees, success fees upon transaction close, or a combination of both. No documentation confirms which model J. Wood Capital uses.

Which stages of company growth does J. Wood Capital serve?

No stage-specific mandates have been publicly disclosed. The firm's broad positioning around capital raising suggests flexibility across growth equity, late-stage private rounds, or other pre-exit funding events.

Does J. Wood Capital have a venture capital or private equity fund?

No. Publicly available information shows no indication that J. Wood Capital manages committed capital, pooled investment vehicles, or a proprietary fund structure. It operates as an advisory firm, not an investment manager.

Where is J. Wood Capital physically located?

J. Wood Capital maintains offices in three US cities: Palo Alto, California; Cambridge, Massachusetts; and Santa Rosa, California. This bi-coastal footprint suggests coverage of both West Coast and East Coast investor and issuer networks.

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