JB Capital Partners

RIASEC RegisteredEst. 2017
Total AUM
$681M
Discretionary
$681M
100% of AUM
Avg account
$681M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
163137
Registered since
July 17, 2017
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

JB Capital Partners is a small, SEC‑registered hedge fund operating as a sole proprietorship and owned by an individual. The firm targets institutional clients and acts as a registered representative of a broker‑dealer while also providing portfolio management for pooled investment vehicles. It is not positioned as an ESG investor, is not a multistate adviser, and uses a nonstandard (“Other”) fee arrangement rather than a typical AUM percentage schedule.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Alan Weber

    Alan Weber

    AnalystCRD 1022192

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth