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ELEPHANT

Legal name: JAHD MANAGEMENT COMPANY, LLC

CRD 282189File 801-124764
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.56B
Top 25% of cohort (national)
Discretionary AUM
$3.56B
Clients
13
13 accounts
Employees
21
Above cohort median in MA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
BRO
Registration date
May 11, 2022
Principal office
8 NEWBURY STREET, 6TH FLOOR, BOSTON, MA, 02116
Phone
617-455-1297

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.56B
Discretionary AUM
$3.56B
Non-discretionary AUM
$0
Discretionary accounts
13
Non-discretionary accounts
0
Total accounts
13
AUM per client
$273.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles13$3.56B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
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

DateFieldFromToChange
Apr 1, 2026Employees2321decreased by2
Apr 1, 2026AUM$2,932,905,734$3,557,862,324increased by$624,956,590
May 1, 2025
vs Oct 1, 2022
Employees1323increased by10
May 1, 2025
vs Oct 1, 2022
Clients1013increased by3
May 1, 2025
vs Oct 1, 2022
AUM$2,516,798,283$2,932,905,734increased by$416,107,451
May 1, 2025
vs Oct 1, 2022
Accounts1013increased by3
Jun 1, 2022Registration—APPROVED

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

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

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELEPHANT” 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.