JUGGERNAUT MANAGEMENT, LLC

CRD 160623File 801-73579

APPROVED

Custody

Filing as of Mar 31, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.20B

Above cohort median (national)

Discretionary AUM

$1.20B

Clients

19 accounts

Employees

Above cohort median in DC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Mar 30, 2012
Principal office: 5301 WISCONSIN AVENUE NW, SUITE 570, WASHINGTON, DC, 20015
Phone: 301-215-7740
Website: HTTP://WWW.JUGGERNAUTCAP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.20B
Discretionary AUM: $1.20B
Non-discretionary AUM: $0
Discretionary accounts: 19
Non-discretionary accounts: 0
Total accounts: 19
AUM per client: $63.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	19	$1.20B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — PORTFOLIO COMPANY FEES
Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	20	19	decreased by1
Apr 1, 2026	AUM	$1,429,420,552	$1,199,134,194	decreased by$230,286,358
Apr 1, 2026	Accounts	20	19	decreased by1
May 1, 2025 vs Oct 1, 2022	Employees	16	15	decreased by1
May 1, 2025 vs Oct 1, 2022	Clients	13	20	increased by7
May 1, 2025 vs Oct 1, 2022	AUM	$1,395,857,572	$1,429,420,552	increased by$33,562,980
May 1, 2025 vs Oct 1, 2022	Accounts	13	20	increased by7
Jul 1, 2022	AUM	$1,402,085,856	$1,395,857,572	decreased by$6,228,284
Apr 1, 2022	Clients	11	13	increased by2
Apr 1, 2022	AUM	$1,546,191,134	$1,402,085,856	decreased by$144,105,278
Dec 1, 2021	AUM	$1,546,667,154	$1,546,191,134	decreased by$476,020
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “JUGGERNAUT MANAGEMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JUGGERNAUT MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.