JPB PARTNERS
JPB PARTNERS, LLC Legal Name
Adviser information for JPB PARTNERS last updated from Form ADV on March 20th, 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 | Maryland, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| 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 | No |
|---|
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 | 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
| Other Business Activities | Real estate broker, dealer, or agent |
Identifiers
| SEC RIA File Number | 802-74775 |
|---|---|
| SEC ERA File Number | 802-74775 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 159961 |
| Legal Entity Identifier | None |
Principal Office
7556 TEAGUE ROADSUITE 310
HANOVER
MD
United States
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 410-884-1960, Fax: None
Websites
Chief Compliance Officer
JAY JANG
CHIEF OPERATING OFFICER
7556 TEAGUE ROAD
SUITE 310
HANOVER
MD
United States
Tel:
410-884-1960
J*******@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| JPB CAPITAL PARTNERS III, LP | Private Equity Fund | $14.6M | $0.1M | 51 |
| JPB-HHC INVESTORS, LLC | Private Equity Fund | $13.4M | $0.1M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JPB ENTERPRISES, INC. | Domestic Entity | BOLDUC FAMILY HOLDINGS, LLC | PREFERRED MEMBER | 01/2010 | > 75% |
| BOLDUC FAMILY HOLDINGS, LLC | Domestic Entity | – | PREFERRED MEMBER | 01/2010 | > 75% |
| BOLDUC, JP | Individual | – | CHAIRMAN | 01/2021 | < 5% |
| BOLDUC, JAMES, ROBERT | Individual | – | PRESIDENT/CHIEF EXECUTIVE OFFICER | 01/2021 | < 5% |
| JANG, JAY | Individual | – | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | 06/2021 | < 5% |