The position your client won't sell
Jade uses options to reach the outcome of a tax-aware long/short strategy, without running a long/short book, so an advisor can plan the exit from a concentrated position rather than face it as one taxable event.
What it does
The outcome, without the machinery
A tax-aware long/short strategy normally means short positions and a separate book to run them. Jade reaches the outcome with options instead.
Built around the position
Strategies designed around a single holding: its basis, its weight in the portfolio, and the client's timeline for getting out of it.
Modeled before it goes out
Every strategy is modeled and checked against the firm's rules before it reaches a client, with the documentation produced along the way.
Explained to the client
Plain-language proposals a client can actually follow, which is usually what decides whether they say yes.
What the filings show
Across every SEC adviser filing from March 2026, derivatives usage rises with firm size and almost nothing else. 12% of firms under $500M trade them for individual clients. 47% above $10B do.
The client holding a concentrated position looks the same at both. What differs is whether the firm has the tools to do anything about it.
Source: SEC Investment Adviser Report, 1 March 2026. Analysis of 8,327 US advisers.
See it against one of your own books
Twenty minutes. We look at a concentrated position in a real book, the strategies that could apply to it, and what your compliance function would need to see.
Book a 20-minute walkthrough