JRB CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2024

Total AUM

$13.2M

Discretionary

$13.2M

100% of AUM

Avg account

$2.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: STEAMBOAT SPRINGS, Colorado
CRD number: 301036
Registered since: June 21, 2024
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI51.18%
Pooled Investment Vehicles48.82%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

JRB Capital Management is an LLC that operates as a hedge fund manager and registered investment adviser. The firm is SEC-registered as of 2024 and is owned by an individual owner. Its client base is institutional, and it provides portfolio management across a mix of client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. The firm is active on ESG considerations and carries out commodity pool operator/commodity trading adviser (CPO/CTA) activities while also acting as sponsor, general partner, or managing member of pooled investment vehicles. Its fee arrangements include asset-based fees, fixed fees, and performance-linked compensation.