JB CAPITAL PARTNERS

other names
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Adviser Profile
As of Date 03/22/2024
Adviser Type - Large advisory firm
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 7/17/2017
Other registrations (1)
AUM* 575,000,000 31.88%
of that, discretionary 575,000,000 31.88%
Private Fund GAV* 575,000,000 31.88%
Avg Account Size 575,000,000 31.88%
SMA’s No
Private Funds 1
Contact Info 914 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Recent News

Reported AUM

Discretionary
Non-discretionary
545M 467M 389M 311M 234M 156M 78M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$575,000,000

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Brochure Summary

Overview

A. Description of the Advisory Firm JB Capital is a New York sole proprietorship. JB Capital filed an Assumed Name Certificate with Westchester County in New York on January 29, 1993. Alan W. Weber is the sole proprietor and portfolio manager of JB Capital. B. Types of Advisory Services Mr. Weber serves as a general partner, and investment adviser to a private investment fund (the “Fund”). The Firm may decide in the future to sponsor or manage additional private investment funds (collectively with the Fund, the “Clients”). Pursuant to each Fund’s offering memorandum, limited partnership agreement, and agreement for admission (“Governing Documents”), JB Capital seeks to provide Investors (defined below) in its Fund long term growth of capital by applying fundamental analysis to publicly traded securities. The primary goal of this analysis is to identify companies which demonstrate stable or growing cash flow, a change
in their fundamental dynamics not yet reflected in the market, unique products, and/or superior shareholder-oriented management. The Fund is offering limited partnership interests (“Interests”) to certain qualified investors as described in response to Item 7, below (such investors are referred to herein as “Investors”). C. Client Tailored Services and Client Imposed Restrictions Advisory services are tailored to achieve the Clients’ investment objectives. JB Capital has the authority to select which and how many securities and other instruments to buy or sell without consultation with the Fund or its Investors. D. Wrap Fee Programs JB Capital does not participate in wrap fee programs. E. Amounts Under Management JB Capital manages the assets of the Clients and has the following assets under management: Discretionary Amounts: Non-Discretionary Amounts: Date Calculated: $ 575,000,000 $0 December 31, 2023