JDL Advisers

JDL ADVISERS is an SEC-registered investment adviser in Newport Beach, CA, since 2006. The firm manages $2.3 billion in assets, with $2.1 billion on a...

JDL Advisers

JDL ADVISERS is an SEC-registered investment adviser in Newport Beach, CA, since 2006. The firm manages $2.3 billion in assets, with $2.1 billion on a discretionary basis. It has 10 employees and 10 investment advisers.

General information

Firm type

Single Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What is known about JDL Advisers' investment strategy?

Public sources do not disclose the firm's investment strategy, including asset-class mix, stage preferences, or geographic focus. No confirmed portfolio companies or deals exist in the record. The firm has not published a strategy document or website.

Who are the key principals at JDL Advisers?

No named principals—founder, CEO, CIO, or managing partner—are publicly associated with JDL Advisers. The firm does not maintain a public leadership page or LinkedIn presence. The wealth origin, whether derived from a single family branch or multiple principals, is also undisclosed.

What is the AUM range for JDL Advisers?

JDL Advisers has not disclosed its assets under management, and no external source has published an estimate. The AUM band is classified as 'Undisclosed' and no band estimate is available from Altss research.

How is JDL Advisers structured as a firm?

The firm's structure—whether it operates as a single family office, multi-family office, or a hybrid vehicle—has not been publicly clarified. No regulatory filings, such as an SEC ADV or Form PF, have been identified. The entity type in Altss research remains unclassified.

Where is JDL Advisers headquartered?

The firm's headquarters city, country, and region have not been disclosed in public sources. No additional office locations are known.

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