JLB Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 157305
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
JLB Capital Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based portfolio management for individual and family clients, and it also manages accounts for small businesses. Its fees combine a percentage of assets under management with performance-linked fees, which can align incentives with clients but also suggests the firm may use strategies where outperformance is a primary goal. The adviser is not positioned as an ESG investor, does not operate as a multi-state adviser, and is not reported as a capital allocator or pension consultant.
Assets & Accounts
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
Asset composition
- Other95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Jeffrey Bernstein
Managing MemberCRD 5906871
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations