DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

THE JBG COMPANIES

JBG/FUND IX MANAGER, L.L.C., CRD 287478

CHEVY CHASE, MD

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:b1f2d93c-6ef7-3819-9f89-3156e8cd70bf

Data as of Apr 5, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 1
On other graphs: 1
Observed: Mar 9, 2017 to Apr 5, 2017
2 observations

Across DFX

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

Real Estate Fundsidentity

The Jbg Companies

Real estate fund 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: $2.5BItem 5.F on the latest filing (2017-04-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.5B
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: 53
Advisory employees: 24
Accounts: 4
Private funds: 4Schedule D 7.B(1)
Private fund GAV: $1.9Bgross asset value as reported per fund; never fund size
Custody, client assets: $1.9B
SEC number: 801-110174
CRD: 287478
Filings on the tape: 2
First filed: Mar 9, 2017
Latest filed: Apr 5, 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
JBG INVESTMENT FUND VII, L.L.C.	Real Estate Fund	$692M	Apr 5, 2017	206	Mar 9, 2017	reported	021-124742
JBG INVESTMENT FUND VIII, L.L.C.	Real Estate Fund	$607M	Apr 5, 2017	140	Mar 9, 2017	reported	021-164007
JBG INVESTMENT FUND IX, L.L.C.	Real Estate Fund	$382M	Apr 5, 2017	141	Mar 9, 2017	reported	021-24611
JBG/URBAN DIRECT MEMBER, L.L.C.	Real Estate Fund	$200M	Apr 5, 2017	196	Mar 9, 2017	reported	021-108492

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
Coulter, Brian	ELECTED MANAGER	F	yes	09/2014	Mar 9, 2017	Apr 5, 2017
Coulter, Brian	ELECTED MANAGER	F	yes	03/2014	Mar 9, 2017	Apr 5, 2017
Coulter, Brian	MANAGING MEMBER	A	yes	03/2014	Mar 9, 2017	Apr 5, 2017
Glosserman, Michael, Jack	ELECTED MANAGER	F	yes	09/2014	Mar 9, 2017	Apr 5, 2017
Glosserman, Michael, Jack	MANAGING MEMBER	A	yes	03/2014	Mar 9, 2017	Apr 5, 2017
Glosserman, Michael, Jack	ELECTED MANAGER	F	yes	03/2014	Mar 9, 2017	Apr 5, 2017
Herman, Aaron, Franklin	CHIEF COMPLIANCE OFFICER	Na	yes	02/2017	Mar 9, 2017	Apr 5, 2017
Iker, James, Lee	MANAGING MEMBER	A	yes	03/2014	Mar 9, 2017	Apr 5, 2017
Iker, James, Lee	ELECTED MANAGER	F	yes	03/2014	Mar 9, 2017	Apr 5, 2017
Iker, James, Lee	ELECTED MANAGER	F	yes	09/2014	Mar 9, 2017	Apr 5, 2017
JBG/FUND IX ASSOCIATES, L.L.C.	Member	C	yes	09/2014	Mar 9, 2017	Apr 5, 2017
JBG/FUND IX FAMILY, L.L.C.	Member	C	yes	03/2014	Mar 9, 2017	Apr 5, 2017
KELLY, WILLIAM, MATTHEW	ELECTED MANAGER	F	yes	09/2014	Mar 9, 2017	Apr 5, 2017
KELLY, WILLIAM, MATTHEW	ELECTED MANAGER	F	yes	03/2014	Mar 9, 2017	Apr 5, 2017
KELLY, WILLIAM, MATTHEW	MANAGING MEMBER	A	yes	03/2014	Mar 9, 2017	Apr 5, 2017
Paul, David, Peter	CHIEF OPERATING OFFICER	Na	yes	03/2014	Mar 9, 2017	Apr 5, 2017
Stewart, Robert, Alexander	MANAGING MEMBER	A	yes	03/2014	Mar 9, 2017	Apr 5, 2017
Stewart, Robert, Alexander	ELECTED MANAGER	F	yes	03/2014	Mar 9, 2017	Apr 5, 2017
Stewart, Robert, Alexander	ELECTED MANAGER	F	yes	09/2014	Mar 9, 2017	Apr 5, 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
JBG REAL ESTATE ASSOCIATES XXXIV, L.L.C.	n/a	n/a	n/a	N	yes	n/a
JBG/COMPANY MANAGER IV, L.L.C.	n/a	n/a	n/a	N	yes	n/a
JBG/FUND II MANAGER, L.L.C.	n/a	n/a	n/a	N	yes	n/a
JBG/FUND III MANAGER, L.L.C.	n/a	n/a	n/a	N	yes	n/a
JBG/FUND IV MANAGER, L.L.C.	n/a	n/a	n/a	N	yes	n/a
JBG/FUND V MANAGER, L.L.C.	n/a	n/a	n/a	N	yes	n/a
JBG/FUND VI MANAGER, L.L.C.	n/a	n/a	n/a	N	yes	n/a
JBG/FUND VII MANAGER, L.L.C.	n/a	n/a	n/a	N	yes	n/a
JBG/FUND VIII MANAGER, L.L.C.	n/a	n/a	n/a	N	yes	n/a

Relationships

Advises (4)

→ JBG INVESTMENT FUND VIII, L.L.C.Private fundReal Estate Fund, IA
Mar 9, 2017 to presentfactForm ADV
→ JBG INVESTMENT FUND VII, L.L.C.Private fundReal Estate Fund, IA
Mar 9, 2017 to presentfactForm ADV
→ JBG/URBAN DIRECT MEMBER, L.L.C.Private fundReal Estate Fund, IA
Mar 9, 2017 to presentfactForm ADV
→ JBG INVESTMENT FUND IX, L.L.C.Private fundReal Estate Fund, IA
Mar 9, 2017 to presentfactForm ADV

Controls (9)

← KELLY, WILLIAM, MATTHEWOwnerELECTED MANAGER, ownership code F, individual
Mar 9, 2017 to presentfactForm ADV
← Coulter, BrianOwnerELECTED MANAGER, ownership code F, individual
Mar 9, 2017 to presentfactForm ADV
← Glosserman, Michael, JackOwnerELECTED MANAGER, ownership code F, individual
Mar 9, 2017 to presentfactForm ADV
← Stewart, Robert, AlexanderOwnerELECTED MANAGER, ownership code F, individual
Mar 9, 2017 to presentfactForm ADV
← Iker, James, LeeOwnerELECTED MANAGER, ownership code F, individual
Mar 9, 2017 to presentfactForm ADV
← Herman, Aaron, FranklinOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 9, 2017 to presentfactForm ADV
← Paul, David, PeterOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 9, 2017 to presentfactForm ADV
← JBG/FUND IX ASSOCIATES, L.L.C.OwnerMEMBER, ownership code C, domestic entity
Mar 9, 2017 to presentfactForm ADV
← JBG/FUND IX FAMILY, L.L.C.OwnerMEMBER, ownership code C, domestic entity
Mar 9, 2017 to presentfactForm ADV

Dated events

Occurred
Mar 9, 2017
First Form ADV filing
Jbg/Fund Ix Manager, L.L.C. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b1f2d93c-6ef7-3819-9f89-3156e8cd70bf
First observed: Mar 9, 2017
Last observed: Apr 5, 2017 115 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.

THE JBG COMPANIES

JBG/FUND IX MANAGER, L.L.C., CRD 287478

CHEVY CHASE, MD

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:b1f2d93c-6ef7-3819-9f89-3156e8cd70bf

Data as of Apr 5, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:49 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

JBG INVESTMENT FUND VII, L.L.C.

Real Estate Fund

$692M

Apr 5, 2017

206

Mar 9, 2017

reported

021-124742

JBG INVESTMENT FUND VIII, L.L.C.

Real Estate Fund

$607M

Apr 5, 2017

140

Mar 9, 2017

reported

021-164007

JBG INVESTMENT FUND IX, L.L.C.

Real Estate Fund

$382M

Apr 5, 2017

141

Mar 9, 2017

reported

021-24611

JBG/URBAN DIRECT MEMBER, L.L.C.

Real Estate Fund

$200M

Apr 5, 2017

196

Mar 9, 2017

reported

021-108492

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Coulter, Brian

ELECTED MANAGER

yes

09/2014

Mar 9, 2017

Apr 5, 2017

Coulter, Brian

ELECTED MANAGER

yes

03/2014

Mar 9, 2017

Apr 5, 2017

Coulter, Brian

MANAGING MEMBER

yes

03/2014

Mar 9, 2017

Apr 5, 2017

Glosserman, Michael, Jack

ELECTED MANAGER

yes

09/2014

Mar 9, 2017

Apr 5, 2017

Glosserman, Michael, Jack

MANAGING MEMBER

yes

03/2014

Mar 9, 2017

Apr 5, 2017

Glosserman, Michael, Jack

ELECTED MANAGER

yes

03/2014

Mar 9, 2017

Apr 5, 2017

Herman, Aaron, Franklin

CHIEF COMPLIANCE OFFICER

yes

02/2017

Mar 9, 2017

Apr 5, 2017

Iker, James, Lee

MANAGING MEMBER

yes

03/2014

Mar 9, 2017

Apr 5, 2017

Iker, James, Lee

ELECTED MANAGER

yes

03/2014

Mar 9, 2017

Apr 5, 2017

Iker, James, Lee

ELECTED MANAGER

yes

09/2014

Mar 9, 2017

Apr 5, 2017

JBG/FUND IX ASSOCIATES, L.L.C.

Member

yes

09/2014

Mar 9, 2017

Apr 5, 2017

JBG/FUND IX FAMILY, L.L.C.

Member

yes

03/2014

Mar 9, 2017

Apr 5, 2017

KELLY, WILLIAM, MATTHEW

ELECTED MANAGER

yes

09/2014

Mar 9, 2017

Apr 5, 2017

KELLY, WILLIAM, MATTHEW

ELECTED MANAGER

yes

03/2014

Mar 9, 2017

Apr 5, 2017

KELLY, WILLIAM, MATTHEW

MANAGING MEMBER

yes

03/2014

Mar 9, 2017

Apr 5, 2017

Paul, David, Peter

CHIEF OPERATING OFFICER

yes

03/2014

Mar 9, 2017

Apr 5, 2017

Stewart, Robert, Alexander

MANAGING MEMBER

yes

03/2014

Mar 9, 2017

Apr 5, 2017

Stewart, Robert, Alexander

ELECTED MANAGER

yes

03/2014

Mar 9, 2017

Apr 5, 2017

Stewart, Robert, Alexander

ELECTED MANAGER

yes

09/2014

Mar 9, 2017

Apr 5, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JBG REAL ESTATE ASSOCIATES XXXIV, L.L.C.

n/a

yes

n/a

JBG/COMPANY MANAGER IV, L.L.C.

n/a

yes

n/a

JBG/FUND II MANAGER, L.L.C.

n/a

yes

n/a

JBG/FUND III MANAGER, L.L.C.

n/a

yes

n/a

JBG/FUND IV MANAGER, L.L.C.

n/a

yes

n/a

JBG/FUND V MANAGER, L.L.C.

n/a

yes

n/a

JBG/FUND VI MANAGER, L.L.C.

n/a

yes

n/a

JBG/FUND VII MANAGER, L.L.C.

n/a

yes

n/a

JBG/FUND VIII MANAGER, L.L.C.

n/a

yes

n/a