JARVIS GLOBAL INVESTMENTS LLC

JARVIS GLOBAL INVESTMENTS LLC is an SEC-registered investment adviser (CRD 144259). Regulatory assets under management: $63.2M.

Registration

• CRD: 144259
• Type: Registered investment adviser
• Phone: 513-377-8285
• Latest filing: 2026-03-16
• Regulatory AUM: $63.2M
• Discretionary AUM: $63.2M
• Clients: 3
• Accounts: 551

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144259 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search