JB Capital is an investment advisor in Wethersfield with $1.18 bn assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
465270837
SEC advisor number
801-79713
FINRA CRD number
171168
AUM ?
$1.18 bn
(as of 30 May 23)
Accounts
10,407
(as of 30 May 23)
Employees
41
(26 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM - 4:30 PM
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Financial Retirement Solutions, LLC | Member | 11/2005 | > 75% |
| Johnson, Joel, Mark | Managing Partner | 04/2014 | < 5% |
| Crawford, Kevin, B. | Chief Compliance Officer | 01/2019 | < 5% |
| Genstar Capital Partners X, L.P. | Shareholder | 09/2021 | 25-50% |
| Genstar X Alera Group Holdings, LLC | Shareholder | 09/2021 | 25-50% |
| Alera Group Intermediate Holdings, Inc | Shareholder | 12/2016 | > 75% |
| Alera Group Holdings, Inc. | Shareholder | 12/2016 | > 75% |
| Alera Group Ultimate Holdings, LLC | Shareholder | 06/2021 | > 75% |
| Alera Group, Inc. | Parent Company | 08/2022 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Oct 24
13F-HR
Quarterly holdings report by institutional manager
24 Jul 24
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22