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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

JB INVESTMENTS MANAGEMENT, LLC

CRD 170508

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:86759d63-0083-389e-9f4e-921a30fa055c

Data as of Jun 16, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: Jun 16, 2017 to Jun 16, 2017
1 observations

Across DFX

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

Venture Capitalidentity

JB Investments Management, LLC

Venture manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $232MItem 5.F on the latest filing (2017-06-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $232M
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: 3
Advisory employees: 3
Accounts: 2
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $465Mgross asset value as reported per fund; never fund size
Custody, client assets: $232M
SEC number: 801-110831
CRD: 170508
Filings on the tape: 1
First filed: Jun 16, 2017
Latest filed: Jun 16, 2017
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
JB INVESTMENTS FUND II, LP	Hedge Fund	$232M	Jun 16, 2017	38	Oct 16, 2015	reported	021-255195
JB INVESTMENTS FUND, LP	Hedge Fund	$0	Mar 27, 2015	0	Mar 11, 2014	dropped	021-129674

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BENTLEY, ALEXANDER, TETLOW	CHIEF OPERATING OFFICER	Na	yes	10/2015	Jun 16, 2017	Jun 16, 2017
RILEY, BRIAN, JOSEPH	MEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER	E	yes	07/2005	Jun 16, 2017	Jun 16, 2017
GILLESPIE, STACEY, JEAN	CHIEF COMPLIANCE OFFICER	Na	no	06/2017	Jun 16, 2017	Jun 16, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JB INVESTMENTS PARTNERS II, L.P.	n/a	n/a	n/a	Y	yes	n/a

Relationships

Advises (2)

→ JB INVESTMENTS FUND II, LPPrivate fundHedge Fund, IA
Oct 16, 2015 to presentfactForm ADV
→ JB INVESTMENTS FUND, LPPrivate fundHedge Fund, ERA, no longer reported
Mar 11, 2014 to Mar 27, 2015factForm ADV

Controls (2)

← BENTLEY, ALEXANDER, TETLOWOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Jun 16, 2017 to presentfactForm ADV
← RILEY, BRIAN, JOSEPHOwnerMEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER, ownership code E, individual
Jun 16, 2017 to presentfactForm ADV

Owns (1)

← GILLESPIE, STACEY, JEANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 16, 2017 to presentfactForm ADV

Dated events

Occurred
Jun 16, 2017
First Form ADV filing
Jb Investments Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:86759d63-0083-389e-9f4e-921a30fa055c
First observed: Jun 16, 2017
Last observed: Jun 16, 2017 112 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.

JB INVESTMENTS MANAGEMENT, LLC

CRD 170508

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:86759d63-0083-389e-9f4e-921a30fa055c

Data as of Jun 16, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:53 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

JB INVESTMENTS FUND II, LP

Hedge Fund

$232M

Jun 16, 2017

Oct 16, 2015

reported

021-255195

JB INVESTMENTS FUND, LP

Hedge Fund

Mar 27, 2015

Mar 11, 2014

dropped

021-129674

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENTLEY, ALEXANDER, TETLOW

CHIEF OPERATING OFFICER

yes

10/2015

Jun 16, 2017

RILEY, BRIAN, JOSEPH

MEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER

yes

07/2005

Jun 16, 2017

GILLESPIE, STACEY, JEAN

CHIEF COMPLIANCE OFFICER

06/2017

Jun 16, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JB INVESTMENTS PARTNERS II, L.P.

n/a

yes

n/a