JB CAPITAL PARTNERS
ALAN W. WEBER Legal Name
Adviser information for JB CAPITAL PARTNERS last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Sole Proprietorship |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $575.0M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $575.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $575.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | PERCENTAGE OF APPRECIATION |
| Other Business Activities | Registered representative of a broker-dealer |
Identifiers
| SEC RIA File Number | 801-110800 |
|---|---|
| SEC ERA File Number | 801-110800 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163137 |
| Legal Entity Identifier | None |
Principal Office
5 EVAN PLACEARMONK
NY
United States
VARIOUS DAYS AND BY APPOINTMENT, 9AM TO 5PM
Tel: 914-273-4709, Fax: 914-273-4709
Chief Compliance Officer
ALAN WEBER
5 EVAN PLACE
ARMONK
NY
United States
Tel:
914-273-4709
W****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| JB CAPITAL PARTNERS L.P. | Hedge Fund | $575.0M | $0.2M | 28 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WEBER, ALAN, WAYNE | Individual | – | SOLE PROPRIETOR, CCO | 08/1993 | > 75% |