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| Happy Holidays!! thanks for using AUM13F!! |
| JB Investments Management LLC
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| CRD # | 309067 |
| SEC # | 801-118744 |
| CIK # | 0001523988 |
| AUM | $798.4 M (2025-03-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 610-917-8717 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | JB Investments Fund IV LP | [2023-03-27] | 701.7 | 798.4 |
| HF | JB Investments Fund III LP | [2020-08-25] | 93.5 | 2,008.9 |
| HF | JB Investments Parallel Fund III LP | [2020-08-25] | 22.8 | 131.4 |
| HF | JB Investments Fund II LP | [2015-10-16] | 66.6 | 232.4 |
| HF | JB Investments Fund LP | [2014-03-11] | 14.8 | 0.0 |
| 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 | 0.2 | |
| United States Persons | 0.6 | |
| Total | 2 | 0.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Letitia Solomon | 68 | |||
| Colin Nestor | 11 | |||
| Brian Riley | 9 | |||
| Alex Bentley | 2 | |||
| JB Investments Fund III GP LLC | 2 | |||
| JB Investments Partners LLC | 1 | |||
| JB Investments Partners LP | 1 | |||
| JB Investments Partners II LP | 1 | |||
| Jb Investments Fund IV GP LLC | 1 | |||
| JB Investments Partners II LLC | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001523988] | |
| SC 13D | [0001523988] | |
| SC 13G | [0001523988] |
| 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] |
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✚
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