Jones Barclay Boston & Company

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Assets, Funds, Holdings

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Jones Barclay Boston & Company
CRD #109982
SEC #801-46608
CIK #
AUM
Employees 9 (78% Investors, 0% Brokers)
Phone303-592-4282
Address1718 Gaylord Street
Denver, CO 80206
Source [IAPD] [Website]
Total AUM ($MM)
3502802101407001999200620132021
Type Form D Funds Date Sold ($MM) AUM ($MM)
RE JBB Realty Fund 2008 2012-03-23 3.0
AUM Breakdown Accounts AUM ($MM)
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 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 574 315.4
By Discretionary
Discretionary 547 308.8
Non-Discretionary 27 6.6
Total 574 315.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 315.4
Total 574 315.4
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