Docoh
Loading...

JB Investments Management

JB Investments Management is a fund manager in Phoenixville with $788.6M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
320153630
SEC advisor number
801-118744
FINRA CRD number
309067
AUM ?
$788.6M (as of 21 Apr 21)
Accounts
3 (as of 21 Apr 21)
Employees
4 (3 investment advisory or research)
Address
JB Investments Management
355 VALLEY PARK ROAD
PHOENIXVILLE
PA 19460
Office hours
Monday - Friday, 9:30AM-4:00PM
Phone
(610) 917-8717
Owner Title From %Ownership
Riley, Brian, Joseph CEO 07/2005 > 75%
Bentley, Alexander, Tetlow Coo/cco 10/2015 < 5%
Fund structure AUM Fund type
JB Investments Management, LLC $788.6M
JB Investments Fund III, L.P. $737.93M Hedge Fund Master
JB Investments Offshore Fund III, LTD. Feeder
JB Investments Parallel Fund III, L.P. $50.67M Hedge Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
1 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$153.75M 3.13M 3.06M +2.5
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings