{
  "crd_number": 309067,
  "slug": "jb-investments-management-llc-309067",
  "primary_business_name": "JB INVESTMENTS MANAGEMENT, LLC",
  "legal_name": "JB INVESTMENTS MANAGEMENT, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-05-18",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 773384519.0,
  "raum_discretionary": 773384519.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 773384519.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309067",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/jb-investments-management-llc-309067",
  "display_name": "JB Investments Management, LLC",
  "summary": "JB Investments Management, LLC is an SEC-registered investment advisory firm, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. JB Investments Management, LLC (CRD 309067): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is JB Investments Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), JB Investments Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Is JB Investments Management, LLC registered with the SEC or a state?",
      "a": "JB Investments Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309067."
    },
    {
      "q": "How much does JB Investments Management, LLC manage?",
      "a": "JB Investments Management, LLC reports $773,384,519 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have JB Investments Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for JB Investments Management, LLC: Regulatory assets under management: $788,595,878 in the October 2021 data and $773,384,519 in the October 2026 data, down 2%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does JB Investments Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Does JB Investments Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309067"
    },
    {
      "q": "Does JB Investments Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"The minimum capital commitment for a Subscriber is $1 million. The Manager or the General Partner may, in their sole discretion, elect to reduce or waive the minimum threshold for subscription amounts with respect to any Subscriber.\""
    },
    {
      "q": "What changed in JB Investments Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 2 to 4."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 788595878.0,
      "total_employees": 4,
      "filing_date": "2021-04-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2140362957.0,
      "total_employees": 4,
      "filing_date": "2022-05-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 824491000.0,
      "total_employees": 3,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 883285000.0,
      "total_employees": 4,
      "filing_date": "2024-05-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 798371413.0,
      "total_employees": 3,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 773384519.0,
      "total_employees": 5,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 4."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum capital commitment for a Subscriber is $1 million. The Manager or the General Partner may, in their sole discretion, elect to reduce or waive the minimum threshold for subscription amounts with respect to any Subscriber."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The minimum capital commitment for a Subscriber is $1 million. The Manager or the General Partner may, in their sole discretion, elect to reduce or waive the minimum threshold for subscription amounts with respect to any Subscriber."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/jb-investments-management-llc-309067.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 773384519.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309067",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}