JB Capital Partners
RIASEC RegisteredEst. 2017
Total AUM
$681M
Discretionary
$681M
100% of AUM
Avg account
$681M
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 163137
- Registered since
- July 17, 2017
- Website
- www.clearpointinvest.com
- Fee structure
- Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
JB Capital Partners is a small, SEC‑registered hedge fund operating as a sole proprietorship and owned by an individual. The firm targets institutional clients and acts as a registered representative of a broker‑dealer while also providing portfolio management for pooled investment vehicles. It is not positioned as an ESG investor, is not a multistate adviser, and uses a nonstandard (“Other”) fee arrangement rather than a typical AUM percentage schedule.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Alan Weber
AnalystCRD 1022192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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