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| Jbglobalcom LLC
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|
|---|---|
| CRD # | 119111 |
| SEC # | 801-72592 |
| CIK # | |
| AUM | $103.9 M (2025-01-09) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 212-388-9873 |
| Address | 41 East 11th Street New York, NY 10003 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Eitan Ventures LLC | 2014-05-30 | 0.6 | |
| Other | Jbglobal Fund LP | 2012-02-07 | 2.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 1.0 |
| (b) Individuals (high net worth individuals) | 42 | 103.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 182 | 103.9 |
| By Discretionary | ||
| Discretionary | 182 | 103.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 182 | 103.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 103.8 | |
| Total | 182 | 103.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lord and Richards Wealth Management LLC
✚
|
CO | 0.1 |
|
K R Financial LLC
✚
|
0.1 | |
|
Summit Planning Group Inc
✚
|
NY | 0.1 |
|
Berkeley Advisors Inc
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|
GA | 0.1 |
|
Boston Asset Management Inc
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|
FL | 0.1 |
|
Greystone Financial & Estate Services Inc
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WA | 0.1 |
|
Petrie Capital Management LLC
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|
WA | 0.1 |
|
Geremia Financial Services LLC
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|
NJ | 0.1 |
|
International Management Advisors Ltd
✚
|
0.1 | |
|
Abacus Capital Advisors LLC
✚
|
FL | 0.1 |