Jrb Capital Management

Fee-Only (% of Portfolio)Fixed/Hourly

JRB Capital Management provides investment management and family office consulting. Investment management is offered through a private fund and separately managed accounts. The firm customizes investment portfolios based on client risk tolerance and objectives. Family office consulting includes performance reporting, balance sheet aggregation, cash flow planning, and monitoring of third-party managers.

Assets Under Management$110M
Clients1
Advisors1
Avg. per Client$110M
Avg. per Advisor$110M

Fee Structure

Minimum Investment:$10M

JRB Capital Management manages investments through a private fund and separately managed accounts.

For separately managed accounts, fees are negotiable and range from 0.75% to 2.00% per year, based on the total value of the assets managed. Fees are paid monthly or quarterly in arrears.

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Location

1 Advisors at this firm