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Junto Capital Management

SEC-registered adviser since 2013New York, NYCRD 168547

4
Clients
20
Advisory staff

From Form ADV filed 26 March 2026 · data retrieved 15 October 2026SEC record

Junto Capital Management is an investment adviser headquartered in New York, New York, and registered with the SEC since 2013. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based fees. James Parsons owns 75% or more of Junto Capital Management, and James Parsons is its CEO.

Clients

Junto Capital Management serves 4 clients. The average client has about $2.63 billion with the firm.

Regulatory assets by client type
  • Pooled investment vehicles4 clients100%
Show client breakdown
Pooled investment vehicles
Clients
4
Regulatory AUM
$10,524,708,724
Share
100.0%
Avg. per client
$2.63B

Total

Clients
4
Regulatory AUM
$10,524,708,724
Share
100%
Avg. per client
$2.63B

What it does

Junto Capital Management provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

Junto Capital Management advises 1 private funds.

100.0% of assets ($10.52B across 4 accounts) are managed with discretion. 50% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Junto Capital Management has custody of $10.52B for 4 clients.

Managed account assets by custodian
  • All other custodians$10.52B100%

Ownership and leadership

James Parsons owns 75% or more of Junto Capital Management, and James Parsons is its CEO.

Who owns the firm
Junto Capital Management LP· the adviser
  • James Parsons

    Control person · since April 2013

    Owns 75% or more of Junto Capital Management LP

Leadership

  • James Parsons
    Chief Executive Officer / Executive Committee Member / Limited Partner
  • Rebecca Ginzburg
    President / Executive Committee Member
  • Jaclyn McGuire
    Chief Financial Officer
  • Brian Kumf
    Chief Operating Officer
  • Daniel Taub
    Chief Compliance Officer / General Counsel
  • Daniel Cahill
    Executive Committee Member
  • Aaron Teitelbaum
    Executive Committee Member

Staff

  • 65 employees
  • 20 in advisory functions

Reported holdings

Junto Capital Management’s reported 13F holdings total $5.70B across 81 positions, and the ten largest make up 29.4% of it.

$5.70B
Reported 13F value
81
Positions
29.4%
In the 10 largest
+20.1%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. iShares TR · Russell 2000 ETFPut5.1%
  2. Oreilly Automotive Inc.3.2%
  3. Walmart Inc.3.0%
  4. Liberty Media Corp. Del · Com Lbty One S C2.9%
  5. Visa Inc. · Com CL A2.8%
  6. TJX Cos Inc. New2.7%
  7. Wabtec2.5%
  8. Amazon Com Inc.2.5%
  9. CSX Corp.2.5%
  10. Blackrock Inc.2.4%

Together, the ten largest are 29.4% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 14 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $5.70B is not its $10.52B in regulatory assets and does not represent any individual client's portfolio.

Fees

Junto Capital Management is paid through a percentage of assets under management and performance-based fees.

Junto Capital Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Junto Capital Management has 1 office, with 2 listed addresses in 1 state.

Listed office addresses by state

New York · 2 listed addresses

  • 550 Madison Avenue, 33rd Floor, New YorkHQ
  • 175 Montauk Highway, Remsenburg

Registration details

Legal name
Junto Capital Management LP
Headquarters
550 Madison Avenue, 33rd Floor, New York, NY 10022
SEC file
801-78836
Structure
Delaware limited partnership
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Junto Capital Management have?

Junto Capital Management has 4 clients and manages $10.5 billion for them, as of March 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026

What services does Junto Capital Management offer?

Junto Capital Management provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Junto Capital Management have?

Junto Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 65 employees, and 20 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Junto Capital Management?

Junto Capital Management’s direct owner is James Parsons (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026

How does Junto Capital Management get paid?

Junto Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 26 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 168547.
  3. Form 13F-HR, filed 14 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Junto Capital Management LP and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.