JSB CAPITAL MANAGEMENT, LLC

Overview

JSB Capital Management, LLC is a small, fee-based advisory firm that focuses on discretionary portfolio management for individual and small business clients. The firm shows a clear equity bias: the bulk of client capital is placed in exchange-traded equities, suggesting a preference for liquid, taxable-friendly strategies. Its business model centers on managing assets on a percentage-of-AUM fee schedule, and its client base is primarily individual and family investors rather than institutions or pensions. The firm is not positioned as an ESG investor, does not present itself as a multi-state adviser, and does not act as a capital allocator to bespoke private funds internally.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices