Jersey Shore Portfolio Management

Active Management for Absolute Return since 2007

JSPM

Jersey Shore Portfolio Management Full Disclosure Statement.

JERSEY SHORE PORTFOLIO MANAGEMENT, LLC (“JSPM”) IS A REGISTERED INVESTMENT ADVISOR (“RIA”), REGISTERED IN THE STATE OF NEW JERSEY, THE STATE OF TEXAS, AND THE STATE OF NEBRASKA. JSPM PROVIDES ASSET MANAGEMENT AND RELATED SERVICES FOR CLIENTS NATIONALLY. JSPM WILL FILE AND MAINTAIN ALL APPLICABLE LICENSES AS REQUIRED BY THE STATE SECURITIES BOARDS AND/OR THE SECURITIES AND EXCHANGE COMMISSION (“SEC”), AS APPLICABLE. JSPM RENDERS INDIVIDUALIZED RESPONSES TO PERSONS IN A PARTICULAR STATE ONLY AFTER COMPLYING WITH THE STATES’S REGULATORY REQUIREMENTS, OR PURSUANT TO AN APPLICABLE STATE EXEMPTION OR EXCLUSION. JSPM PROVIDES ITS INVESTMENT ADVISORY SERVICES ON A FEE-ONLY BASIS. JSPM PREFERS TO CHARGE FEES BASED ON PERFORMANCE FOR QUALIFIED INVESTORS. JSPM PROVIDES INVESTMENT ADVISORY, PORTFOLIO MANAGEMENT, AND FINANCIAL PLANNING SERVICES TO INDIVIDUALS, OTHER ADVISORS, AND INSTITUTIONS ONLY AFTER A REQUIRED ADVISORY AGREEMENT HAS BEEN SIGNED. FOR A SAMPLE AGREEMENT PLEASE CONTACT JSPM DIRECTLY AT RYAN@JSPMLLC.COM.

JSPM IS A REGISTERED COMMODITY TRADING ADVISOR (“CTA”) AND COMMODITY POOL OPERATOR (“CPO”) WITH THE NATIONAL FUTURES ASSOCIATION (“NFA”). FUTURES TRADING INVOLVES THE RISK OF LOSS AND MAY NOT BE SUITABLE FOR EVERYONE. THE RISK OF LOSS IN TRADING COMMODITY FUTURES AND OPTIONS CAN BE SUBSTANTIAL. WHEN TRADING FUTURES AND/OR OPTIONS, IT IS POSSIBLE TO LOSE MORE THAN THE FULL VALUE OF YOUR INVESTMENT. JSPM OPERATES IN ACCORDANCE WITH RULE 4.7 OF THE COMMODITY EXCHANGE ACT (“CEA”). ACCORDINGLY, JSPM CURRENTLY ONLY OFFERS FUTURES-BASED TRADING STRATEGIES TO QUALIFIED ELIGIBLE PERSONS (“QEPS”), AS DEFINED BY THE COMMODITY FUTURES TRADING COMMISSION (“CFTC”). FOR MORE INFORMATION, PLEASE VISIT THE NFA’S WEBSITE AT WWW.NFA.FUTURES.ORG.

THIS WEBSITE IS INTENDED TO PROVIDE GENERAL INFORMATION ABOUT JSPM. IT IS NOT INTENDED TO OFFER INVESTMENT ADVICE, INFORMATION REGARDING INVESTMENT PRODUCTS AND SERVICES ARE PROVIDED SOLELY TO READ ABOUT OUR INVESTMENT PHILOSOPHY, OUR STRATEGIES AND TO BE ABLE TO CONTACT US FOR FURTHER INFORMATION, MARKET DATA, ARTICLES, AND OTHER CONTENT ON THIS WEB SITE ARE BASED ON GENERALLY-AVAILABLE INFORMATION AND ARE BELIEVED TO BE RELIABLE. JSPM DOES NOT GUARANTEE THE ACCURACY OF THE INFORMATION CONTAINED IN THIS WEB SITE. THE INFORMATION IS OF A GENERAL NATURE AND SHOULD NOT BE CONSTRUED AS INVESTMENT ADVICE. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

THE INFORMATION WE POST ON OUR SOCIAL MEDIA ACCOUNTS IS FOR EDUCATIONAL, AND INFORMATIONAL PURPOSES ONLY. ANY ANALYSIS OF AND/OR OPINIONS ON INDIVIDUAL SECURITIES AND/OR MARKET CONDITIONS IS DESIGNED TO BE INFORMATIVE IN NATURE AND IS NOT INTENDED TO OFFER INVESTMENT ADVICE. RE-TWEETS, LIKES, COMMENTS, OR OTHER FORMS OF ENGAGEMENT BY JSPM OR ITS ASSOCIATED PERSON ON THESE SITES DO NOT CONSTITUTE AN ENDORSEMENT OR RECOMMENDATION OF JSPM’S SERVICES OR ITS ASSOCIATED PERSONS BY THESE USERS. RE-TWEETS, LIKES, COMMENTS, OR OTHER FORMS OF ENGAGEMENT BY JSPM OR ITS ASSOCIATED PERSONS ON THESE SITES DO NOT CONSTITUTE AN ENDORSEMENT OR RECOMMENDATION BY JSPM.

ALL ALTERNATIVE INVESTMENT STRATEGY MODELS, UNLESS SPECIFICALLY IDENTIFIED AS A COMPOSITE OF SEPARATELY MANAGED ACCOUNTS, REPRESENT HYPOTHETICAL RETURNS ON STRATEGIES CURRENTLY OFFERED OR TO BE OFFERED IN THE FUTURE. THESE OPPORTUNITIES WOULD ONLY BE FOR INVESTORS WITH THE ASSETS TO RESPONSIBLY TAKE ON THE HIGHER RISK OFTEN ASSOCIATED WITH INVESTING IN MANAGED FUTURES AND HEDGE FUNDS. WE MUST BE ABLE TO VERIFY THAT YOU ARE AN ACCREDITED INVESTOR WITH A NET WORTH OF AT LEAST $2M EXCLUDING YOUR PRIMARY RESIDENCE, AND YOU MUST MEET THE ADDITIONAL REQUIREMENT FOR A QUALIFIED ELIGIBLE PERSON, AS DEFINED BY THE COMMODITY EXCHANGE ACT. IF YOU MEET THESE CRITERIA, WE CAN PROVIDE YOU WITH THE PAPER ACCOUNT ACTIVITY STATEMENTS FOR THE STRATEGY MODEL ACCOUNTS SINCE INCEPTION, AS WELL AS ADDITIONAL MATERIALS DESCRIBING OUR GOALS, STRATEGY, PERFORMANCE, AND RISK/RETURN PROFILE WITH REGARD TO THESE STRATEGIES. TO DETERMINE ELIGIBILITY FOR THESE STRATEGIES, PLEASE CONTACT US DIRECTLY FOR AN ELIGIBILITY QUESTIONNAIRE. 

HYPOTHETICAL PERFORMANCE RESULTS IN MODEL PORTFOLIOS MAY HAVE NOTABLE LIMITATIONS. UNLIKE A TRACK RECORD MARKED AS A COMPOSITE OF PARTICIPATING ACCOUNTS, HYPOTHETICAL RESULTS DO NOT REPRESENT ACTUAL TRADING CAPITAL AND MAY BE IMPACTED BY FEES AND COSTS DIFFERENTLY THAN REPRESENTED IN THE SIMULATED TRADING ENVIRONMENT, THE RETURN STREAM MAY BE ALTERED BY MANAGEMENT FEES AND/OR PERFORMANCE FEES EARNED AND THE TIMING WITH RESPECT TO THE PAYMENT OF THESE FEES. SINCE HYPOTHETICAL TRADES HAVE NOT BEEN EXECUTED WITH LIVE CAPITAL, RESULTS MAY ALSO BE AFFECTED BY THE IMPACT OF CERTAIN MARKET FACTORS, SUCH AS SLIPPAGE OR LACK OF LIQUIDITY. NO REPRESENTATION IS BEING MADE THAT AN ACCOUNT IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOW.

JSPM MAY FORM AND ACT AS THE GENERAL PARTNER AND INVESTMENT ADVISOR TO A PRIVATE INVESTMENT FUND(S) TO BETTER SERVICE INVESTORS SEEKING ABSOLUTE RETURN. IN THE CONTENT OF ADOPTING ONE OF MORE OF OUR INVESTMENT STRATEGIES INTO A FUND STRUCTURE, NO PRELIMINARY INFORMATION, INCLUDING STRATEGY DESCRIPTIONS AND HYPOTHETICAL PERFORMANCE DATA SHALL CONSTITUTE TO SELL A FUND INTEREST, NOR THE SOLICITATION OF ANY OFFER TO BUY A FUND INTEREST, WHICH MAY ONLY BE MADE AT THE TIME A QUALIFIED OFFEREE RECEIVES A CONFIDENTIAL PRIVATE OFFERING MEMORANDUM. THE INTERESTED PARTY IS UNDER NO OBLIGATION TO INVEST IN THIS OR ANY OTHER POTENTIAL FUND OFFERING AT ANY TIME. FOR MORE IMPORTANT DISCLOSURES, PLEASE EMAIL RYAN@JSPMLLC.COM OR CALL AT 732-206-6015 TO REQUEST A COPY OF THE FULL PRESENTATION.

JSPM WILL PROVIDE ALL PROSPECTIVE INVESTMENT ADVISORY CLIENTS WITH A COPY OF OUR CURRENT FORM ADV PART 2 (“BROCHURE”). PRIOR TO COMMENCING AN ADVISORY RELATIONSHIP. EXISTING CLIENTS WILL RECEIVE A COPY ON AN ANNUAL BASIS. IN ADDITION, YOU CAN CONTACT US TO REQUEST A HARDCOPY.

FOR MORE INFORMATION REGARDING THE JSI SELECT STRATEGY, THE JSI WORLDWIDE OPPORTUNITY STRATEGY, THE JSI ADVISORY GROWTH STRATEGY, OR IF YOU HAVE ANY QUESTIONS ABOUT THE INFORMATION ON OUR WEBSITE OR THE CONTENTS OF ANY INVESTOR PRESENTATION OR OUR ADV BROCHURE, PLEASE CONTACT US BY EMAIL AT RYAN@JSPMLLC.COM.

JERSEY SHORE INVESTMENTS (“JSI”) IS A REGISTERED ALTERNATIVE TRADE NAME (DBA) OF JERSEY SHORE PORTFOLIO MANAGEMENT, LLC.

IF YOU HAVE ANY QUESTIONS REGARDING COMPLIANCE AND REGULATORY INFORMATION OR ANY OF THE INFORMATION ABOVE, PLEASE CONTACT US AT RYAN@JSPMLLC.COM.

Questions about Compliance? Call us 732-206-6015 or send us a message below.

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