JHB Capital Management LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Sandy, Utah
CRD number
337922
Fee structure
Percentage of AUM

Firm profile

FINTRX

Overview

JHB Capital Management LLC is organized as a limited liability company operating as an institutional registered investment adviser with a business activity listed as real estate broker. The firm charges fees as a percentage of assets under management and is identified as an active ESG investor. It is structured as a domestic entity with individual ownership and is not described as a multi-state adviser, pension consultant, capital allocator, or related adviser.

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 Bernson

    Jeffrey Bernson

    PresidentCRD 2168220

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sandy, UT

Salt Lake

Location

Sandy, UT

Headquartered in Sandy, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
9561 S 700 E
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth