CRD: 157305
JLB Capital Management LLC
SAN Diego, CA
8585099002
$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
14 yrs Firm Age
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- Custodian
- Comerica Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-13-2011
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About JLB Capital Management LLC
JLB Capital Management LLC is a SAN Diego-based RIA. The firm has been operating for 14 years. Managing $6.0M in total assets under management, with 1 advisory representatives. They custody assets with Comerica Bank.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$240.0K AVG AUM / CLIENT
14.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Signal vector
Client Personas
Value beacon
Investment Themes
Capital
Investment Vehicles
Value
Owner & Executives
J
JEFFREY LEWIS BERNSTEIN
Managing Member
- CRD
- #5906871
- Ownership
- 75% or more
(835) 629-6116
insight.frontier@focuscapital.com
in linkedin.com/in/catalyst-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,000,000
Other:
35.5% Cash:
64.5% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,437,758,104 | 35.5% |
| Cash | $2,612,264,725 | 64.5% |
| Total | $4,050,022,829 | 100.0% |