Family OfficeRIA · CRD 284045SEC-Registered

Updated:

JTM

JTM is an SEC-registered investment adviser in Windham, NY. The firm manages approximately $25 million in regulatory assets.

JTM

JTM is an SEC-registered investment adviser in Windham, NY. The firm manages approximately $25 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Basking Ridge

Corporate office

Basking Ridge, NJ, United States

Frequently asked questions

What is JTM's known investment focus?

JTM has not disclosed a public investment mandate. Based on its office footprint spanning New Jersey and Northern California, it may target US-based opportunities across technology, life sciences, and growth equity, but no specific asset-class allocation or sector focus is publicly confirmed.

Who runs investment decisions at JTM?

No named principals or investment decision-makers are publicly associated with JTM. The firm operates without a website, LinkedIn presence, or regulatory filings identifying leadership, consistent with a single-family office prioritizing privacy.

Is JTM structured as a single family office or a multi-family office?

JTM's low-profile posture and lack of any external client solicitation strongly suggest it operates as a single family office, though this has not been explicitly confirmed by the firm in any public forum.

Where does JTM's underlying wealth come from?

The origin of JTM's capital has not been publicly disclosed. Without named principals or a traceable founding event, the wealth source remains unknown — it could stem from technology entrepreneurship, privately held operating businesses, or inherited assets.

Does JTM maintain philanthropic structures?

No philanthropic foundations, donor-advised funds, or public charitable initiatives are known to be linked to JTM in the public record. Whether the principal gives anonymously through existing intermediaries is undetermined.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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