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RE fundsReal estate fund manageriaunsizedunclassified · candidate

The Jbg Companies

Real Estate Funds

Chevy Chase, MD

Search this name across graphsid dfx:ref:b40aa064-811a-44f0-89e2-a883941b71b5

Data as of Sep 15, 2026 (this record's last observation) from Adviser-reported funds; Property side (read only); Capital side; Manager sites. Page built Sep 20, 2026, 6:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 5
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026
9 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

THE JBG COMPANIES

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Website: jbg.com
Reported GAV: $1.9Bgross asset value on the latest filing, feeders excluded, quarantined above 3x RAUM; not fund size
GAV as reported: $1.9Bbefore the feeder and quarantine rules; a quarantined manager enters no total
Strategy class: UNCLASSIFIEDinferencea candidate from the manager's own site read until its quote verification passes
RAUM: $2.5Bregulatory assets as filed
Vehicles, current: 0
Vehicles, ever: 4
First real estate filing: 2017
Latest ADV filing: Apr 5, 2017
Bound properties: 0derivedthrough validated holding bindings only
Loans: 0derivedon bound holdings
Lenders: 0derivedon bound holdings
Allocators naming this manager: 0derivedpublic pension commitment lists
CRD: 287478
SEC number: 801-110174

Vehicles

Real Estate Fund vehicles this adviser swore on Schedule D 7.B(1); GAV is gross asset value as filed, never fund size, and a feeder repeats its master and is excluded from the manager's sum

Vehicle	Kind	GAV, latest	As of	Quarantined	Owners	Vintage	First reported	Lifecycle	Current
JBG Investment Fund VII, L.L.C.	master	$692M	Apr 5, 2017	no	206	n/a	2017	Unknown	no
JBG Investment Fund Viii, L.L.C.	master	$607M	Apr 5, 2017	no	140	n/a	2017	Unknown	no
JBG Investment Fund Ix, L.L.C.	master	$382M	Apr 5, 2017	no	141	n/a	2017	Unknown	no
Jbg/urban Direct Member, L.L.C.	master	$200M	Apr 5, 2017	no	196	n/a	2017	Unknown	no

Reported GAV by year

the sum of gross asset value over this manager's non-feeder vehicle rows per calendar year, as filed; the manager-level quarantine (summed GAV above three times its own RAUM) is a flag on the card and is not applied here; 4 rows folded into 1

Year	Vehicles reporting	GAV, sum
2017	4	$1.9B

Relationships

Employs (7)

→ James Lee IkerPrincipalElected Manager
Sep 1, 2014 to presentfactForm ADV
→ Brian CoulterPrincipalElected Manager
Sep 1, 2014 to presentfactForm ADV
→ Michael Jack GlossermanPrincipalElected Manager
Sep 1, 2014 to presentfactForm ADV
→ Robert Alexander StewartPrincipalElected Manager
Sep 1, 2014 to presentfactForm ADV
→ Aaron Franklin HermanPrincipalChief Compliance Officer
Feb 1, 2017 to presentfactForm ADV
→ William Matthew KellyPrincipalElected Manager
Sep 1, 2014 to presentfactForm ADV
→ David Peter PaulPrincipalChief Operating Officer
Mar 1, 2014 to presentfactForm ADV

Manages (4)

→ JBG Investment Fund VII, L.L.C.Real estate fund vehiclemaster
Mar 9, 2017 to presentfactForm ADV
→ JBG Investment Fund Viii, L.L.C.Real estate fund vehiclemaster
Mar 9, 2017 to presentfactForm ADV
→ JBG Investment Fund Ix, L.L.C.Real estate fund vehiclemaster
Mar 9, 2017 to presentfactForm ADV
→ Jbg/urban Direct Member, L.L.C.Real estate fund vehiclemaster
Mar 9, 2017 to presentfactForm ADV

Owns (2)

← Jbg/fund Ix Family, L.L.C.OrgMember
Mar 1, 2014 to presentfactForm ADV
← Jbg/fund Ix Associates, L.L.C.OrgMember
Sep 1, 2014 to presentfactForm ADV

Dated events

Occurred
Mar 9, 2017
Manager's first real estate fund filing
The Jbg Companies first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago
Occurred
Mar 9, 2017
Vehicle first reported on Form ADV
JBG Investment Fund VII, L.L.C. first reported on Form ADV by The Jbg Companies, GAV $691,585,796 (tape start: the fund may be older)
Form ADVobserved 5 days ago
$692M
Occurred
Mar 9, 2017
Vehicle first reported on Form ADV
JBG Investment Fund Viii, L.L.C. first reported on Form ADV by The Jbg Companies, GAV $606,589,504 (tape start: the fund may be older)
Form ADVobserved 5 days ago
$607M
Occurred
Mar 9, 2017
Vehicle first reported on Form ADV
JBG Investment Fund Ix, L.L.C. first reported on Form ADV by The Jbg Companies, GAV $382,404,073 (tape start: the fund may be older)
Form ADVobserved 5 days ago
$382M
Occurred
Mar 9, 2017
Vehicle first reported on Form ADV
Jbg/urban Direct Member, L.L.C. first reported on Form ADV by The Jbg Companies, GAV $200,248,170 (tape start: the fund may be older)
Form ADVobserved 5 days ago
$200M

Provenance

Graph: Real Estate Funds
Canonical id: dfx:ref:b40aa064-811a-44f0-89e2-a883941b71b5
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

The Jbg Companies

Real Estate Funds

Chevy Chase, MD

Search this name across graphsid dfx:ref:b40aa064-811a-44f0-89e2-a883941b71b5

Vehicle

Kind

GAV, latest

As of

Quarantined

Owners

Vintage

First reported

Lifecycle

Current

Allocators

JBG Investment Fund VII, L.L.C.

master

$692M

Apr 5, 2017

206

n/a

2017

Unknown

JBG Investment Fund Viii, L.L.C.

master

$607M

Apr 5, 2017

140

n/a

2017

Unknown

JBG Investment Fund Ix, L.L.C.

master

$382M

Apr 5, 2017

141

n/a

2017

Unknown

Jbg/urban Direct Member, L.L.C.

master

$200M

Apr 5, 2017

196

n/a

2017

Unknown

Year

Vehicles reporting

GAV, sum

2017

$1.9B