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| JB Investments Management LLC
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| |
|---|---|
| CRD # | 309067 |
| SEC # | 801-118744 |
| CIK # | 0001523988 |
| AUM | $883.3 MM (2024-05-15) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 610-917-8717 |
| Address | 355 Valley Park Road Phoenixville, PA 19460 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | JB Investments Fund IV LP | [2023-03-27] | 181.6 | 883.3 |
| HF | JB Investments Fund III LP | [2020-08-25] | 255.2 | 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 ($BB) |
|---|---|---|
| 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 | 0.9 |
| (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 | 0.9 |
| By Discretionary | ||
| Discretionary | 2 | 0.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 0.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 0.7 | |
| Total | 2 | 0.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Sherri Fleming | 46 | ||
| Patrick Sakala | 12 | ||
| Brian Riley | 8 | ||
| Alex Bentley | 2 | ||
| JB Investments Fund III GP LLC | 2 | ||
| JB Investments Partners II LP | 1 | ||
| JB Investments Partners II LLC | 1 | ||
| JB Investments Partners LP | 1 | ||
| JB Investments Partners LLC | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 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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|---|---|---|
|
Praesidium Investment Management Company LLC
✚
|
NY | 0.9 |
|
8 Knots Management LLC
✚
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TX | 0.9 |
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Nucleo Capital LTDA
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0.9 | |
|
Community Investment Management LLC
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CA | 0.9 |
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Penso Advisors LLC
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NY | 0.9 |
|
Briarwood Chase Management LLC
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NY | 0.9 |
|
Goodnow Investment Group LLC
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|
CT | 0.9 |
|
Meteora Capital LLC
✚
|
FL | 0.9 |
|
Hook Mill Capital Partners LP
✚
|
NY | 0.9 |
|
Ardsley Advisory Partners LP
✚
|
CT | 0.9 |