JB INVESTMENTS MANAGEMENT, LLC
Firm details
- Headquarters
- ,
- CRD number
- 309067
- Registered since
- May 18, 2020
- Website
- jbinvestmentsllc.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
JB Investments Management, LLC operates as a manager of pooled investment vehicles with a hedge fund profile and an institutional client base. The firm emphasizes active, concentrated public equity positions — its 13F filing lists a small number of sizable holdings rather than a broad, diversified public equity sleeve. The business is organized to sponsor and operate pooled vehicles (the firm serves as sponsor, general partner and managing member) and it is registered to provide portfolio management for those vehicles. Fee compensation combines a percentage of assets under management with performance-based fees, consistent with a traditional hedge-fund alignment. In regulatory filings the firm is identified as a CPO/CTA-type operator, which indicates it can trade commodity futures or manage strategies that use derivatives and futures as part of portfolio implementation. JB Investments is not identified as an active ESG investor and it reports a predominantly institutional client base rather than retail relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2ALEXANDER BENTLEY
Chief Operating OfficerCRD 1738744
BRIAN RILEY
CEOCRD 2192211
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
FORTHRIGHT WEALTH MANAGEMENT, LLC
RIAALPHARETTA, GA
POTENTUM PARTNERS, L.P.
RIAMELBOURNE VICTORIA
NORTH POINT PORTFOLIO MANAGERS CORPORATION
RIABEACHWOOD, OH
4612 GROUP, LLC
RIAAtlanta, GA
FLYNN ZITO CAPITAL MANAGEMENT, LLC
RIAGARDEN CITY, NY
THE LYME TIMBER COMPANY LLC
RIAHANOVER, NH