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JLM Financial Partners

Full company profile

uuid002ewkw

Namestring
JLM Financial Partners
Company typeenum
Private
Founded yearstring
-
Descriptiontext

JLM Financial Partners is a privately held firm classified as a private equity entity, headquartered in Austin, Texas, United States. The firm was co-founded by Trey Owen and Larry Meyer, with Larry Meyer serving as co-founder and chairman. The company's website domain (jlmfinancialpartners.com) is registered but, at the time of data collection, returned only a security verification/loading page rather than operational content, so no first-party descriptions of investment strategy, fund structure, sector focus, geographic mandate, AUM, or portfolio activity could be captured.

No product, service, technology, pricing, customer, partnership, headcount, funding, M&A, regulatory, or certification data was available in the provided sources. As a result, the firm's business model — how it sources capital, deploys it, and generates returns — cannot be described from the input. The only first-party records are the two named co-founders and the Austin operating location. Any inference about fund vintage, investment stage, ticket size, or portfolio composition would be unsupported by the provided evidence and is intentionally omitted from this description.

Short descriptiontext

JLM Financial Partners is a privately held private equity firm based in Austin, Texas, co-founded by Trey Owen and Larry Meyer. No investment strategy, fund structure, portfolio, or financial details were available in the provided data.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersAustin, United States
HQ citystring
Austin
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
private equity firm, investment management, private equity investments, capital allocation, portfolio management
Industry1 code
1Private Markets Fund of Funds (PE / VC / Private Credit FoF)
CodeFSAHAKAFPrimaryYes
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Private Equity
Social media profiles1 record
Cost components2 values
Personnel, Operations
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

JLM Financial Partners is described as a private equity firm. Specific investment strategies, fund vehicles, target sectors, and portfolio company details were not available because the source website returned only a security verification/loading page.

Differentiator
Functional benefit
Problem solved
No data
Peers10 records
TypeBroad incumbent
Description

Large global private equity firm; comparable as an institutional PE manager with diversified strategies targeting similar portfolio companies and limited partners.

TypeBroad incumbent
Description

Established private equity firm investing across alternative assets; comparable as an institutional PE manager targeting similar limited partners and portfolio management economics.

TypeBroad incumbent
Description

World's largest alternative asset manager with a major private equity franchise; comparable as an institutional PE manager competing for LPs, deals, and portfolio management talent.

TypeBroad incumbent
Description

Global alternative asset manager with significant private equity operations; comparable as a large-scale PE partnership competing for institutional capital across the same broad PE mandate.

TypeBroad incumbent
Description

Large alternative asset manager with significant private equity and credit operations; comparable as a private capital manager operating PE and adjacent strategies.

TypeBroad incumbent
Description

Leading global private equity firm; comparable as an institutional PE manager competing for the same limited-partner capital and investment opportunities.

TypeBroad incumbent
Description

Global private equity firm with a partnership structure; comparable as an institutional PE manager with similar fund-based economics and target portfolio profiles.

TypeDirect peer
Description

Mid-market private equity partnership; comparable as a smaller, partnership-structured PE manager likely pursuing deals and limited-partner relationships similar to those JLM would target.

TypeRegional player
Description

Large Austin-headquartered private equity firm; comparable as a PE partnership based in the same city and serving similar institutional capital and portfolio company needs, though at significantly greater scale.

TypeBroad incumbent
Description

Global private equity and alternative investment firm; comparable as a multi-strategy PE manager serving similar institutional and corporate clients.

Market position
Strengths2 records

Each record includes

Headline, Details, Source

Weaknesses3 records

Each record includes

Headline, Details, Source

Key risks3 records

Each record includes

Headline, Details, Source

Key highlights3 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment1 record

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

JLM Financial Partners

JLM Financial Partners is a privately held private equity firm based in Austin, Texas, co-founded by Trey Owen and Larry Meyer. No investment strategy, fund structure, portfolio, or financial details were available in the provided data.

What JLM Financial Partners does

JLM Financial Partners is a privately held firm classified as a private equity entity, headquartered in Austin, Texas, United States. The firm was co-founded by Trey Owen and Larry Meyer, with Larry Meyer serving as co-founder and chairman. The company's website domain (jlmfinancialpartners.com) is registered but, at the time of data collection, returned only a security verification/loading page rather than operational content, so no first-party descriptions of investment strategy, fund structure, sector focus, geographic mandate, AUM, or portfolio activity could be captured.

No product, service, technology, pricing, customer, partnership, headcount, funding, M&A, regulatory, or certification data was available in the provided sources. As a result, the firm's business model — how it sources capital, deploys it, and generates returns — cannot be described from the input. The only first-party records are the two named co-founders and the Austin operating location. Any inference about fund vintage, investment stage, ticket size, or portfolio composition would be unsupported by the provided evidence and is intentionally omitted from this description.

JLM Financial Partners firmographics

Firmographics
Name
JLM Financial Partners
Website
https://jlmfinancialpartners.com
Company type
Private
Operating status
Operating
Headcount range
1–10 employees
Short description
JLM Financial Partners is a privately held private equity firm based in Austin, Texas, co-founded by Trey Owen and Larry Meyer. No investment strategy, fund structure, portfolio, or financial details were available in the provided data.
Ownership category
akta.pro rank

JLM Financial Partners industry classification

Industry
Product category
Private Equity
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Private Markets Fund of Funds (PE / VC / Private Credit FoF) (FSAHAKAF)

Keywords

  • Private equity firm
  • Investment management
  • Private equity investments
  • Capital allocation
  • Portfolio management

Where JLM Financial Partners is headquartered

Location

Headquarters

HQ city
Austin
HQ country
United States
HQ region
North America

Markets served

JLM Financial Partners business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations

JLM Financial Partners product offering

Product offering

Core offering

JLM Financial Partners is described as a private equity firm. Specific investment strategies, fund vehicles, target sectors, and portfolio company details were not available because the source website returned only a security verification/loading page.

Differentiator

Problem solved

Functional benefit

Companies that use JLM Financial Partners

Customer profile

Ideal customer profiles1 record

JLM Financial Partners technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

JLM Financial Partners competitors and assessment

Company assessment

Broad incumbents

  • The Carlyle Group: Large global private equity firm; comparable as an institutional PE manager with diversified strategies targeting similar portfolio companies and limited partners.
  • Thoma Bravo: Established private equity firm investing across alternative assets; comparable as an institutional PE manager targeting similar limited partners and portfolio management economics.
  • Blackstone: World's largest alternative asset manager with a major private equity franchise; comparable as an institutional PE manager competing for LPs, deals, and portfolio management talent.
  • KKR: Global alternative asset manager with significant private equity operations; comparable as a large-scale PE partnership competing for institutional capital across the same broad PE mandate.
  • Apollo Global Management: Large alternative asset manager with significant private equity and credit operations; comparable as a private capital manager operating PE and adjacent strategies.
  • TPG: Leading global private equity firm; comparable as an institutional PE manager competing for the same limited-partner capital and investment opportunities.
  • Warburg Pincus: Global private equity firm with a partnership structure; comparable as an institutional PE manager with similar fund-based economics and target portfolio profiles.
  • Bain Capital: Global private equity and alternative investment firm; comparable as a multi-strategy PE manager serving similar institutional and corporate clients.

Direct peers

  • Palladium Equity Partners: Mid-market private equity partnership; comparable as a smaller, partnership-structured PE manager likely pursuing deals and limited-partner relationships similar to those JLM would target.

Regional players

  • Vista Equity Partners: Large Austin-headquartered private equity firm; comparable as a PE partnership based in the same city and serving similar institutional capital and portfolio company needs, though at significantly greater scale.

Market position

Strengths2 records

Weaknesses3 records

Key risks3 records

Key highlights3 records

Customer concentration

JLM Financial Partners social profiles

Digital presence

JLM Financial Partners financial estimates

Financial estimate

Revenue estimate

Valuation estimate

JLM Financial Partners leadership team

Management profile

Number of profiles

Profiles2 records

JLM Financial Partners funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

JLM Financial Partners M&A and investment

M&A and investment

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about JLM Financial Partners

What does JLM Financial Partners do?

JLM Financial Partners is described as a private equity firm. Specific investment strategies, fund vehicles, target sectors, and portfolio company details were not available because the source website returned only a security verification/loading page.

Is JLM Financial Partners a public or private company?

JLM Financial Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was JLM Financial Partners founded?

JLM Financial Partners was founded in -1. It employs 1 to 10 people.

Where is JLM Financial Partners based?

JLM Financial Partners is headquartered in Austin, United States, in the North America region.

Who are JLM Financial Partners's main competitors?

Broad incumbents on record are The Carlyle Group, Thoma Bravo, Blackstone, KKR, Apollo Global Management, TPG, Warburg Pincus and Bain Capital. Palladium Equity Partners is listed as a direct peer. Vista Equity Partners is listed as a regional player.

Does JLM Financial Partners have an API?

No public API is recorded for JLM Financial Partners.

What industry is JLM Financial Partners in?

JLM Financial Partners's product category is Private Equity. Its primary akta.pro industry code is FSAHAKAF, Private Markets Fund of Funds (PE / VC / Private Credit FoF). Its NAICS code is 523940 and its SIC code is 6282.

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