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JPS Financial, LLC
JPS Financial, LLC is an SEC-registered investment adviser in Westlake, Ohio, registered since 2014. The firm manages $377 million in assets, with $359 million...
JPS Financial, LLC
JPS Financial, LLC is an SEC-registered investment adviser in Westlake, Ohio, registered since 2014. The firm manages $377 million in assets, with $359 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Location
Region
North America
City
Westlake
Frequently asked questions
How does JPS Financial source proprietary deal flow?
Because the firm has no public presence, its deal-sourcing mechanisms are unknown. Many family offices that operate privately rely on an existing network of bankers, lawyers, and business partners. Without a website or press mentions, it is impossible to confirm any sourcing approach for JPS Financial.
What investment stages does JPS Financial typically target?
JPS Financial has not disclosed its stage preference. Family offices with undisclosed strategies often invest across the capital stack — from venture capital to buyouts to real assets. In the absence of any public record, no stage can be confirmed.
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