Asset ManagerRIA · CRD 126990SEC-Registered

Updated:

Jersin Financial Services

JERSIN FINANCIAL SERVICES is an SEC-registered investment adviser in DANVILLE, CA. The firm manages approximately $78 million in regulatory assets.

Jersin Financial Services

JERSIN FINANCIAL SERVICES is an SEC-registered investment adviser in DANVILLE, CA. The firm manages approximately $78 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Fort Lauderdale

Corporate office

Fort Lauderdale, FL, United States

Principals

Paul Jersin

Founder and CEO

Sector focus

Private CreditReal Estate

Frequently asked questions

Who runs investment decisions at Jersin Financial Services?

Founder and CEO Paul Jersin is the firm's registered principal and the central decision-maker. Public records list no additional named investment committee members or partners, indicating a founder-led governance model with concentrated investment authority.

How does Jersin Financial Services source its investment opportunities?

The firm's sourcing is relationship-driven and geographically concentrated in South Florida. As a boutique operator with local presence, Jersin likely relies on direct origination networks — attorneys, brokers, developers, and private borrowers — rather than broadly marketed auction processes or intermediary-led deal flow.

Does Jersin Financial Services operate as a family office or a registered investment advisor?

The firm is structured as a registered entity under Paul Jersin, functioning as both an investment advisor and a private capital vehicle. Its limited public profile suggests it primarily manages founder and affiliated capital, possibly alongside a selective external client base, though no public disclosures confirm the full client composition.

Which sectors does Jersin Financial Services explicitly avoid?

No negative sector tags have been publicly disclosed. However, the firm's focus on private credit and real estate — and its absence from any venture capital, public equity, or hedge fund disclosures — implies it does not actively pursue early-stage technology, liquid securities trading, or macro strategies.

What is Jersin Financial Services' posture on co-investments or joint ventures?

There are no public records of club deals, co-investment vehicles, or joint ventures involving Jersin Financial Services. The firm's limited external visibility suggests it executes investments on a proprietary, non-syndicated basis, though this cannot be confirmed from current disclosures.

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