JB INVESTMENTS MANAGEMENT, LLC

RIASEC RegisteredEst. 2020
Total AUM
$773M
Discretionary
$773M
100% of AUM
Avg account
$387M
Accounts
2
Employees
5
Advisory reps
2

Firm details

Headquarters
,
CRD number
309067
Registered since
May 18, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ALEXANDER BENTLEY

    Chief Operating OfficerCRD 1738744

  • BRIAN RILEY

    CEOCRD 2192211

Wealth teams

FINTRX

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

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth