Jamieson Capital Advisors
Jamieson CAPEX Private Equity Real Estate (PERE)is anasset classconsisting of equity and debt investments in property. Investments typically involve an active management strategy ranging from moderate reposition or releasing of properties to development or extensive redevelopment. Investments will be made by Jamieson CAPEX Real Estate Fund, which pools capital from investors. This funds will have up to a ten-year life span consisting of a 2-3 year investment period during which properties are acquired and a holding period during which active asset management will be carried out and the properties will be sold.
Real Estate Specialization
| Multifamily |
| Health Care |
| Special Purpose |
| Student Housing |
| Senior Housing |
Investment Type
| Pref/Mezz equity |
| JV partnership |
| Acquisition/Fee Simple |
| Debt |
Typical Deal Size
| $5,000,000 - $10,000,000 |
Jeremy Carlson
Investment Advisor Representative Major: Business Administration Education: B.S. North Dakota State University ‘97 This is my 13th year in the financial services industry. I began my career with AXA Advisors in 2001 and then transitioned to Gardner Financial Advisors in 2008. In 2013, I exited from Gardner to pursue the purchase of TCI Financial Advisors, a fee-only RIA located in West Fargo. In February 2014, I purchased TCI Financial Advisors, and it now operates under its current name, Jamieson Capital Advisors. I am married and have five children.
Ross Almlie
Investment Advisor Representative Education: B.B.A. – Banking and Financial Economics University of North Dakota ‘95 This is my 20th year in the financial services industry. After spending five years in Phoenix, AZ and then another five years in Minneapolis, my family relocated to Fargo, North Dakota, where I founded RDA Financial Advisors. In 2009, RDA Financial Advisors was acquired and became known as TCI Financial Advisors, a division of the TCI family of companies. In February of 2014, TCI Financial Advisors was acquired by Jamieson Capital Advisors. Jamieson Capital Advisors is a fee-only financial advisory firm specializing in financial planning and investment management for individuals and both small and large company retirement plans. Separately, I also offer life insurance, long-term care, annuities and disability insurance services as an independent agent. In April of 2011, BreadVault, LLC was formed, and the household version of BreadVault launched on October 2, 2012. The company has now evolved to include interactive personal finance curriculum for middle schools and high schools. I am the founder of BreadVault and currently serve as the CEO and board member. I am married and have two children, ages 12 and 9.
Dustin Sobolik
My passion as a financial advisor is to provide my clients with a level of transparency, accessibility and service that’s rarely found in the financial services industry. I thoroughly review my clients’ finances to understand their current situations and their goals, and offer guidance based on my experience and knowledge to help them save for retirement, accumulate or preserve wealth and manage risk. I am always available via phone, email or instant messaging when clients have questions, concerns, or just want to talk. I am a Fargo native, and I enjoy spending my free time hiking, fishing and biking.