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Jones Kertz & Associates
JONES KERTZ & ASSOCIATES, INC. is an SEC-registered investment adviser in BLAINE, MN, registered since 2018. The firm manages approximately $239 million in...
Overview
JONES KERTZ & ASSOCIATES, INC. is an SEC-registered investment adviser in BLAINE, MN, registered since 2018. The firm manages approximately $239 million in regulatory assets. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
How does Jones Kertz & Associates source its investment opportunities?
Given the firm's complete absence from public and digital channels, Jones Kertz & Associates almost certainly sources opportunities through long-standing professional relationships — private bankers, wealth advisors, attorneys, and trusted fund managers. This relationship-driven model is standard for family offices that operate without any public-facing origination effort, relying instead on curated, inbound deal flow from a tight network.
Does Jones Kertz & Associates participate in fund commitments or direct deals?
No public record of any fund commitment or direct deal exists for Jones Kertz & Associates. Family offices of this profile — no website, no regulatory footprint — most commonly allocate capital through commingled fund vehicles managed by external GPs rather than pursuing direct investments, as the latter requires a larger operational team and greater public traceability.
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