Overview
Assets Under Management: $131 million
Frequently Asked Questions
JRB CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #301036), JRB CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
According to their SEC Form ADV, JRB CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
JRB CAPITAL MANAGEMENT, LLC manages $131 million in client assets according to their SEC filing dated May 23, 2024.
According to their SEC Form ADV, JRB CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.95
Total Client Accounts: 7
Discretionary Accounts: 7
Regulatory Filings
CRD Number: 301036
Last Filing Date: 2024-05-23 00:00:00
Website: https://jrb-capital.com