Spanos Barber Jesse & Co LLC

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Spanos Barber Jesse & Co LLC ✚
CRD #	293841
SEC #	801-126318
CIK #
AUM	749.4 M (2026-03-27)
Employees	19 (74% Investors, 0% Brokers)
Phone	415-848-1990
Address	2001 North Main Street Walnut Creek, CA 94596
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
PE	SBJ Elevation Fund LP	[2025-10-09]	44.1 M	148.7 M
	Offered $100,000,000 · Filed 2025-08-04 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $55,891,600 · Duration One year or less · Commission $600,000 · Net Assets Decline to Disclose
PE	CSP Vision Partners LLC	[2025-03-31]	3.0 M	5.4 M
	Offered $3,000,000 · Filed 2022-10-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
PE	Blue Ridge Repair Aggregator LLC	[2024-03-29]	36.2 M	89.4 M
	Offered $36,164,086 · Filed 2024-02-07 (D/A) · Exemption 506(b) · Minimum $100 · Duration One year or less · Revenue Decline to Disclose
PE	SBJ Fund II-B LP	[2023-03-30]		8.0 M
	Offered $200,000,000 · Filed 2022-11-02 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $200,000,000 · Duration One year or less · Revenue Decline to Disclose
PE	R&R Winery Partners LP	[2022-06-30]	12.0 M	14.6 M
	Offered $12,013,500 · Filed 2021-09-15 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $30,000 · Duration One year or less · Revenue Decline to Disclose
PE	SBJ Tribus Co-Invest LP	2022-06-30		19.6 M
PE	CDM Fitness Partners LLC	2022-03-31		45.0 M
PE	SBJ Fund II-A LP	[2022-03-31]	119.0 M	47.1 M
	Offered $200,000,000 · Filed 2022-12-16 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $81,010,309 · Duration One year or less · Revenue Decline to Disclose
PE	SBJ Fund II LP	[2022-03-31]	119.0 M	144.3 M
	Offered $200,000,000 · Filed 2023-04-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $81,010,309 · Duration One year or less · Revenue Decline to Disclose
PE	Tppnv Pomelo Partners LLC	2022-03-31		0.0 M
View All

AUM Breakdown	Accounts	AUM ($M)
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	15	749.4
(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	15	749.4
By Discretionary
Discretionary	15	749.4
Non-Discretionary	0	0.0
Total	15	749.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		749.4
Total	15	749.4

Form D Directors	Role	# Filings	# Firms
Nicolas Lopez	Executive Officer	4	3
Matthew Cole	Director, Executive Officer	18	2
Thomas Barber	Director, Executive Officer	13	2
Benjamin Landis	Director, Executive Officer	10	2
Porter Hall	Executive Officer	9	2
Gus Spanos	Director, Executive Officer	9	2
H Jesse Jr	Director, Executive Officer	4	1
Bhairvee Shavdia	Executive Officer	1	1
H William Jesse Jr	Director	1	1
Harold Jesse Jr	Executive Officer	1	1
Spj Elevation GP LLC	Executive Officer	1	1

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Private Equity

Comparable Firms	State	AUM
Cyprium Investment Partners LLC ✚	OH	760.2 M
Prostar Capital US LLC ✚	CT	757.4 M
LNK Partners LLC ✚	NY	748.6 M
FOW Partners LP ✚	ME	747.3 M
Curewell Capital Management LLC ✚	CA	744.3 M
Quad Partners LLC ✚	NY	743.4 M
Stride Consumer Partners LLC ✚	MA	740.3 M
Baird Capital Management Company LLC ✚	WI	737.9 M
Generate Capital Advisors PB LLC ✚	CA	737.2 M
Crossplane Capital Management LP ✚	TX	736.2 M

Spanos Barber Jesse & Co LLC

Assets, Funds, Holdings