JB Investments Management is a fund manager in Phoenixville with $2.14 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
320153630
SEC advisor number
801-118744
FINRA CRD number
309067
AUM ?
$2.14 bn
(as of 4 May 22)
Accounts
3
(as of 4 May 22)
Employees
4
(3 investment advisory or research)
Address
JB Investments Management
355 VALLEY PARK ROAD
PHOENIXVILLE
PA 19460
355 VALLEY PARK ROAD
PHOENIXVILLE
PA 19460
Office hours
Monday - Friday, 9:30AM-4:00PM
Phone
(610) 917-8717
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Riley, Brian, Joseph | CEO | 07/2005 | > 75% |
| Bentley, Alexander, Tetlow | Coo/cco | 10/2015 | < 5% |
Ownership
| Fund structure | AUM | Fund type |
|---|---|---|
| JB Investments Management, LLC | $2.14 bn | |
| JB Investments Fund III, L.P. | $2.01 bn | Hedge Fund |
| JB Investments Offshore Fund III, LTD. | ||
| JB Investments Parallel Fund III, L.P. | $131.43 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
SC 13G/A
Callon Petroleum Co
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 Jan 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 Jan 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 Jan 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21