# JB Investments Management, LLC

> 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.

- CRD: 309067
- Filed as: JB INVESTMENTS MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309067
- AdvisorCensus page: https://advisorcensus.com/firm/jb-investments-management-llc-309067

## Quick answers

**How is JB Investments Management, LLC compensated?**
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.

**Is JB Investments Management, LLC registered with the SEC or a state?**
JB Investments Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309067.

**How much does JB Investments Management, LLC manage?**
JB Investments Management, LLC reports $773,384,519 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have JB Investments Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does JB Investments Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does JB Investments Management, LLC report any disciplinary disclosures?**
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

**Does JB Investments Management, LLC state an account minimum?**
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."

**What changed in JB Investments Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 4.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $773,384,519
- Discretionary: $773,384,519
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $773,384,519 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $788,595,878 | 4 | April 21, 2021 |
| October 2022 | $2,140,362,957 | 4 | May 4, 2022 |
| October 2023 | $824,491,000 | 3 | March 27, 2023 |
| October 2024 | $883,285,000 | 4 | May 15, 2024 |
| October 2025 | $798,371,413 | 3 | March 24, 2025 |
| October 2026 | $773,384,519 | 5 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JB Investments Management, LLC (CRD 309067): Form ADV filing data as of October 2026.