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 is a hedge fund structured as an LLC that registered with the SEC in 2020 and works primarily with institutional clients. The firm serves as a sponsor/GP and managing member of pooled investment vehicles and lists CPO/CTA as part of its business activities, indicating responsibility for commodity pool operations or commodity trading advisory services alongside portfolio management for pooled funds. Its compensation combines a percentage-of-AUM fee with performance-based fees. The firm does not list ESG investing as an activity and is not described as operating across multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth