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Cj Partners LLC (Seattle)


Cj Partners LLC is a large advisory firm based in Seattle. It manages $272 million of regulatory assets for 226 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Washington.

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Cj Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cj Partners: assets under management

The assets under management (AUM) of Cj Partners LLC is $272 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 130% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $272 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.2 million each.

Investments

The firm invests in exchange traded securities the most. They account for 60% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 20% of the firm’s portfolio. Investments in cash and cash equivalents form 13% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cj Partners LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cj Partners serves?

The only and largest group of clients of Cj Partners is high net worth individuals with 226 clients and $272 million of assets under management. Among the 5 most similar advisory firms, Cj Partners has the highest percentage of high net worth individuals out of all clients.


The amount of regulatory assets under management is $272 million for 226 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Cj Partners doesn't advise any private funds.

Careers at Cj Partners LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Gregory James Conway Principal, cco, clo 1 Mar 1994 50% - 75% 811967
Eric Jarvis Cfo, coo 1 Mar 1994 50% - 75% 2538458

Based in Seattle

The principal office where Cj Partners LLC performs its advisory services is located at 3147 Fairview Ave E. Suite #300, Seattle, WA 98102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-324-9765 or by fax 206-324-9767. The normal business hours are 8am-4pm on Monday - Friday. You can find more information about the New York firm at conwayjarvis.com.


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