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Jacob Morris Kline

DARK FOREST CAPITAL MANAGEMENT LP·SAN JUAN, Puerto Rico
Unclaimed Profile
EL CARIBE OFFICE BUILDING, 53 CALLE LAS PALMERAS, SAN JUAN, PR 00901CRD# 7333753Firm CRD# 312519
01

About

Jacob Morris Kline is a registered financial advisor based in SAN JUAN, Puerto Rico, affiliated with DARK FOREST CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DARK FOREST CAPITAL MANAGEMENT LP
DARK FOREST CAPITAL MANAGEMENT LP
AUM
$1.6B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at DARK FOREST CAPITAL MANAGEMENT LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7333753
Firm CRD# 312519
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jacob Morris Kline offer?
Jacob Morris Kline specializes in Retirement Planning. Contact their office in SAN JUAN, Puerto Rico for a consultation.
What are Jacob Morris Kline's credentials?
Jacob Morris Kline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Morris Kline located?
Jacob Morris Kline is based in SAN JUAN, Puerto Rico, working with DARK FOREST CAPITAL MANAGEMENT LP. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.
How does Jacob Morris Kline charge for services?
Jacob Morris Kline's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DARK FOREST CAPITAL MANAGEMENT LP?
DARK FOREST CAPITAL MANAGEMENT LP has approximately 22 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Luiza Bigos Vickers — NINE POINTS CAPITAL ADVISORS LLCDamon Woodman Vickers — NINE POINTS CAPITAL ADVISORS LLCKelly Francis Ireland — DARK FOREST CAPITAL MANAGEMENT LPJeff C Knupp — DSCQG PR LLCJose Alberto Vizcarrondo — CEFI CAPITAL, LLC
Nearby cities in Puerto Rico
GUAYNABO (84)DORADO (20)HATO REY (19)PONCE (6)RINCON (5)
City Guides
GUAYNABO GuideDORADO GuideHATO REY GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
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