JRB Capital Management

RIASEC RegisteredEst. 2024

Total AUM

$13.2M

Discretionary

$13.2M

100% of AUM

Avg account

$2.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Steamboat Springs, Colorado
CRD number: 301036
Registered since: June 21, 2024
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI51.18%
Pooled Investment Vehicles48.82%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

JRB Capital Management is structured as an LLC and operates as a hedge fund-style advisor serving institutional clients. The firm is SEC-registered as of 2024 and is owned by an individual. JRB performs both advisory and managed-pool roles—filing as a CPO/CTA and acting as sponsor/GP or managing member for pooled investment vehicles. Its advisory scope includes portfolio management for individuals and small businesses, pooled vehicles, and institutional or business clients. Fee arrangements include asset-based fees, fixed fees, and performance-based compensation. The firm identifies itself as an active ESG investor.