SBJ CAPITAL
Firm details
- Headquarters
- WALNUT CREEK, California
- CRD number
- 293841
- Registered since
- July 29, 2022
- Website
- www.sbjcap.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
SBJ Capital is a privately held limited liability company that operates as a private equity manager and adviser to pooled investment vehicles. The firm’s advisory activity centers on portfolio management for pooled vehicles and it serves an institutional client base. SBJ Capital functions as sponsor, general partner and managing member of its funds, which indicates it both structures and manages private equity vehicles rather than acting solely as a passive allocator. Investment activity is highly concentrated in private equity: the firm manages multiple closed-end vehicles and appears to prioritize direct and fund-level private equity strategies. Its fee model includes percentage-of-AUM charges, fixed fees and performance-based fees, consistent with traditional private equity economics (management fees plus carried interest). The firm is not an active ESG investor and reports that it is not a multi-state adviser, even though it maintains offices in more than one state.
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
Owners & executives
1 of 1CHRISTIAN WARD
Chief Financial Officer & Chief Compliance OfficerCRD 7334627
Contacts
3 of 5HAROLD JESSE
Managing DirectorCRD 1971411
THOMAS BARBER
Managing DirectorCRD 2938092
MATTHEW COLE
Managing DirectorCRD 6929720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WALNUT CREEK, CA
CONTRA COSTA
Location
WALNUT CREEK, CA
Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 2001 N Main St
- Time zone
- PT (UTC-8)
- Office locations
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