JBV CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
310676
Registered since
March 31, 2023

Firm profile

FINTRX

Overview

JBV Capital, LLC is structured as a limited liability company and is SEC-registered as an investment adviser since 2023. The firm is owned by an individual and is classified as unclassified in available filings. Its principal activity is sponsoring and serving as general partner or managing member of pooled investment vehicles rather than operating primarily as a traditional multi-state advisory shop to retail clients. The firm is not identified as an active ESG investor, is not a pension consultant, and is not flagged as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jeffrey Bazar

    Managing MemberCRD 7391651

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
2278 Greenwich St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth