JB Investments Management LLC

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JB Investments Management LLC ✚
CRD #	309067
SEC #	801-118744
CIK #	0001523988
AUM	773.4 M (2026-03-30)
Employees	5 (80% Investors, 0% Brokers)
Phone	610-917-8717
Address
Source	[IAPD] [EDGAR]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
HF	JB Investments Fund IV LP	[2023-03-27]	771.1 M	773.4 M
	Filed 2025-07-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Commission $622,930 · Net Assets Decline to Disclose
HF	JB Investments Fund III LP	[2020-08-25]	255.2 M	2,008.9 M
	Filed 2021-05-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	JB Investments Parallel Fund III LP	[2020-08-25]	22.8 M	131.4 M
	Filed 2021-05-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	JB Investments Fund II LP	[2015-10-16]	66.6 M	232.4 M
	Filed 2017-08-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Commission $83,008 · Net Assets Decline to Disclose
HF	JB Investments Fund LP	[2014-03-11]	14.8 M
	Filed 2014-03-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Commission $379,211 · Net Assets Decline to Disclose

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	2	0.8
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	2	0.8
By Discretionary
Discretionary	2	0.8
Non-Discretionary	0	0.0
Total	2	0.8
By Non-United States Persons
Non-United States Persons		0.1
United States Persons		0.6
Total	2	0.8

Form D Directors	Role	# Filings	# Firms
Brian Riley	Director	10	2
JB Investments Fund III GP LLC	Director	2	1
JB Investments Partners LLC	Director	1	1
JB Investments Fund IV GP LLC	Promoter	1	1
JB Investments Partners LP	Director	1	1
JB Investments Partners II LP	Director	1	1
JB Investments Partners II LLC	Director	1	1

Form 13D/13G Filer	Form 13D/13G Subject	Filed
JB Investments Management LLC	Callon Petroleum Co	[2021-05-13]
JB Investments Management LLC	Callon Petroleum Co	[2021-03-12]

Comparable Firms	State	AUM
Artia Global Partners LP ✚	FL	778.9 M
M3F Inc ✚	UT	778.2 M
Newgen Asset Management Limited ✚		774.8 M
Habrok Capital Management LLP ✚		774.3 M
Intrinsic Edge Capital Management LLC ✚	IL	771.8 M
Lodge Hill Capital LLC ✚	NY	768.3 M
Benchmark Plus Management LLC ✚	WA	767.4 M
Coinfund Management LLC ✚	NY	766.0 M
Orange Investment Advisors LLC ✚	FL	765.0 M
Lepercq de Neuflize Asset Management LLC ✚	NY	763.7 M

Assets, Funds, Holdings