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JCSD CAPITAL, LLC
CRD 163084File 801-107372
APPROVED
Retail clients
Custody
Filing as of May 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$214.6M
Below cohort median (national)
Discretionary AUM
$188.4M
Non-discretionary $26.2M
Clients
4
4 accounts
Employees
4
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 17, 2016
- Principal office
- 1981 N. BROADWAY BLVD., SUITE 270, WALNUT CREEK, CA, 94596
- Phone
- 925-954-7207
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $214.6M
- Discretionary AUM
- $188.4M
- Non-discretionary AUM
- $26.2M
- Discretionary accounts
- 3
- Non-discretionary accounts
- 1
- Total accounts
- 4
- AUM per client
- $53.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $26.2M |
| Pooled investment vehicles | 3 | $188.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- No
- Firm Custody Clients
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.