This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$773MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$773M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

5

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

2

Private funds

1Schedule D 7.B(1)

SEC number

801-118744

CRD

309067

Filings on the tape

14

First filed

Apr 16, 2020

Latest filed

Mar 30, 2026

Organised

Limited Liability Company, DE

• Occurred

  Mar 27, 2023
  Regulatory AUM changed

  Jb Investments Management, Llc reported RAUM $824.5M, down 61% from $2.1B (2022-05-04 to 2023-03-27)

  Form ADVobserved 6 days ago
  $-1.3B
• Occurred

  Mar 22, 2022
  Regulatory AUM changed

  Jb Investments Management, Llc reported RAUM $2.1B, up 171% from $788.6M (2021-10-14 to 2022-03-22)

  Form ADVobserved 6 days ago
  $1.4B
• Occurred

  Mar 11, 2021
  Regulatory AUM changed

  Jb Investments Management, Llc reported RAUM $634.4M, up 57% from $403.0M (2020-08-25 to 2021-03-11)

  Form ADVobserved 6 days ago
  $231M
• Occurred

  Apr 16, 2020
  First Form ADV filing

  Jb Investments Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4e361a7b-83c5-45cf-c1db-d773e401941c

First observed

Apr 16, 2020

Last observed

Mar 30, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

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.