JBGLOBAL.COM LLC

Adviser information for JBGLOBAL.COM LLC last updated from Form ADV on January 10th, 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 1
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
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 179 $94.7M
Non-Discretionary 0 $0
Total 179 $94.7M

Clients

Type Number RAUM
Individuals 8 $1.0M
HNW Individuals 44 $93.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
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 2
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-72592
SEC ERA File Number 801-72592
SEC CIK Numbers None
SEC CRD Numbers 119111
Legal Entity Identifier None

Principal Office

41 EAST 11TH STREET
11TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9AM-5PM
Tel: 212-388-9873, Fax: 212-674-7990

Websites

Chief Compliance Officer

JAMES BERMAN
41 EAST 11TH STREET
11TH FLOOR
NEW YORK
NY
United States
Tel: 212-388-9873
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BERMAN, JAMES, G. Individual MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 06/2000 > 75%

No. Employees, Historic

10502020202120222023202420252 on 1/14/20202 on 5/20/20200 on 1/14/20210 on 3/16/20210 on 3/16/20210 on 1/12/20220 on 1/12/20220 on 6/6/20220 on 1/10/20231 on 1/10/2024

RAUM, Historic

100M50M020202021202220232024202576726112 on 1/14/202076726112 on 5/20/202084938393 on 1/14/202184938393 on 3/16/202184938393 on 3/16/202188671641 on 1/12/202288671641 on 1/12/202288671641 on 6/6/202279830626 on 1/10/202394728499 on 1/10/2024

No. Clients, Historic

6030020202021202220232024202553 on 1/14/202053 on 5/20/202053 on 1/14/202153 on 3/16/202153 on 3/16/202152 on 1/12/202252 on 1/12/202252 on 6/6/202252 on 1/10/202352 on 1/10/2024