JB INVESTMENTS MANAGEMENT, LLC
Adviser information for JB INVESTMENTS MANAGEMENT, LLC last updated from Form ADV on February 23rd, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $883.3M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $883.3M |
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 | 2 | $883.3M |
| 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 | 50 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
355 VALLEY PARK ROADPHOENIXVILLE
PA
United States
Monday - Friday, 9:30AM-4:00PM
Tel: 610-917-8717, Fax: None
Chief Compliance Officer
ALEX BENTLEY
COO
15329 DE PAUW STREET
PACIFIC PALISADES
CA
United States
Tel:
610-917-8717
A**********@************M
(Full email address available in API data)
Industry Affiliates
| JB INVESTMENTS FUND IV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| JB INVESTMENTS FUND IV, L.P. | Hedge Fund | $883.3M | $1.0M | 217 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RILEY, BRIAN, JOSEPH | Individual | – | CEO | 07/2005 | > 75% |
| BENTLEY, ALEXANDER, TETLOW | Individual | – | COO/CCO | 10/2015 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed May 6th, 2024 for period ending March 31st, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| There are no holdings | None | 0 | 0 | – |