JHB CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- SANDY, Utah
- CRD number
- 337922
- Fee structure
- Percentage of AUM
Firm profile
FINTRXOverview
JHB Capital Management LLC operates as a small, unclassified advisory entity with a business activity listed as real estate broker. The firm reports a fee model charged as a percentage of assets under management and identifies itself as an active ESG investor. Its profile suggests a focus on direct real estate-related opportunities and private placement activity rather than broad, multi-asset advisory platforms. Classification flags (Unclassified, Capital Allocator: No, Pension Consultant: No) and the single-client reporting point imply the firm is either narrowly focused, newly active in client-facing investment management, or maintains a specialist practice geared toward one or a few relationships. The firm’s owner is a domestic individual/entity and it is not registered as a multi-state adviser. Investment activity appears concentrated on real estate and private placement vehicles, with mutual funds used as supplementary investments. Given the real estate broker designation, advisory work likely centers on structuring, sourcing and advising on property transactions and related private deals, with ESG considerations applied to underwriting and manager selection where relevant.
Assets & Accounts
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
Contacts
1 of 1JEFFREY BERNSON
PresidentCRD 2168220
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANDY, UT
SALT LAKE
Location
SANDY, UT
Headquartered in SANDY, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 9561 S 700 E
- Time zone
- MT (UTC-7)
- Office locations
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