Investment adviser · CRD 119111
JBGLOBAL.COM LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jan 10, 2026
- Regulatory AUM
- $121M Form ADV · Item 5.F
- Client accounts
- 185 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 42 | $119,946,761 | 99.2% |
| Individuals | 8 | $998,473 | 0.8% |
Filing source
Form ADV 2036438 · Jan 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
JBGLOBAL FUND L.P.Other Private Fund · Last reported Mar 16, 2021$2.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
UNTRACHT EARLY L.L.C.
PCAOB 3412
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-3050303589
- Reported beneficial owners
- 8
- Minimum commitment
- $250K
Form ADV 1512059 · Mar 16, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EITAN VENTURES LLCVenture Capital Fund · Last reported Jan 12, 2017$594KGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-4819738612
- Reported beneficial owners
- 18
- Minimum commitment
- $25K
Form ADV 1062146 · Jan 12, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jan 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
41 EAST 11TH STREET, 11TH FLOORNEW YORK, NY, 10003, United States
CRD 119111
Filing source
Form ADV 2036438 · Jan 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.