JCP Investment Management, LLC
Company Overview
JCP Investment Management, LLC is a Texas-based hedge fund manager known for its investment expertise in the consumer cyclical and consumer defensive sectors. Founded in 2009 by James C. Pappas, the firm operates from its headquarters in Houston, Texas. It provides investment management and advisory services, managing assets on behalf of clients, which include pooled investment vehicles and separately managed accounts.
Office Location
- Address: 1177 West Loop South, Suite 1320, Houston, TX 77027
- Phone Number: (713) 333-5540
Financial Performance
JCP Investment Management manages assets under management (AUM) of approximately $249.8 million, as of March 2024, reflecting a growth of 19.63% in AUM since March 2023. The firm's portfolio is valued at approximately $169.71 million, based on recent disclosures, showcasing the firm's strategic asset allocation and commitment to delivering positive investment outcomes.
Leadership and Key Personnel
James C. Pappas
James C. Pappas is the Founder, Owner, and Managing Member of JCP Investment Management, LLC. With a strategic focus on consumer sector investments, Pappas plays a crucial role in the firm's operations and decision-making processes. He is also recognized for his involvement in corporate governance, serving on the boards of various companies, including Innovative Food Holdings, Inc.
Matt Powalski, CPA
As the Chief Financial Officer (CFO) and Chief Operating Officer (COO), Matt Powalski oversees JCP's financial and operational frameworks. A Certified Public Accountant in Texas and a Texas A&M University alumnus, Powalski has been instrumental in the firm's success since joining in 2013.
Taylor Rhyne, CPA
Taylor Rhyne acts as a Senior Operations Officer, contributing substantially to the firm’s operational effectiveness with his education from Abilene Christian University and robust functional expertise.
Recent Activities and Investments
The firm has been active in strategic investments, notably investing $8.3 million in Red Robin Gourmet Burgers, Inc., alongside Jumana Capital LLC, to assist in debt reduction and support strategic initiatives as of December 2024. JCP's proactive role as an investor is further demonstrated by its strategic recommendations to enhance shareholder value in its investment portfolio.
Industry Position and Competitors
Operating within a competitive investment management landscape, JCP Investment Management competes with major firms such as:
- AXA Investment Managers: Known for sustainable and responsible asset management.
- Raymond James Investment Management: Provides comprehensive financial services with a global presence.
- Focus Financial Partners: A partnership entity excelling in wealth management through alliances.
- BlackRock: Globally recognized as one of the largest asset managers with extensive services.
- Glacier Lake Capital Advisors: Specializes in alternative investment strategies throughout various economic cycles.
Strategic Analysis
JCP's niche focus and small employee base of 2-10 individuals enable it to maintain agility and offer personalized services. Its substantial asset management capabilities, evidenced by its growing AUM and diversified portfolio, grant it competitiveness within Texas's niche investment advisory services. The presence of significant competitors underscores the need for JCP to focus on continuous innovation and tactical market exploitation, leveraging its strategic Houston location and intimate management structure effectively.
