case study
Assets Under Management
Year Founded
Employees
FJ Capital Management is a fundamentally-driven, SEC-registered investment advisor founded in 2007 that analyzes and invests in the U.S. financial services industry, with an emphasis on the consolidating community/regional banking sector. The McLean, VA-based firm was founded by Managing Member, Martin Friedman and Managing Partner, Andrew Jose.
FJ Capital became a Dakota Marketplace member in September of 2021 with the goal of having real time data that's been verified.
FJ Capital was looking for real time data that had been verified. Previously, their data provider had been disappointing them in recent years. While they had extensive data on a multitude of allocators, the information was usually outdated or incorrect and the reporting feature was rather archaic.
Marketplace helped FJ Capital find the right contact for the product at each firm. Overall, it helped them save their team's time and efforts tremendously by administering accurate contact information.
Marketplace has provided them with trusted information that is easy to access. Specifically, the metro area search and map features allows for efficient meeting and travel planning. These features offer a better understanding of metro areas.
From Marketplace their targeted outreach has expanded. FJ Capital has the ability to update and track changes of specific contacts at each firm - which is extremely helpful! Marketplace has created a collaborative community which has helped them target the right people at the right places.
Another feature of Marketplace that has helped them grow is the dashboard of industry conferences. Dakota Marketplace has researched industry conferences and organized them by city and investment focus.
