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Jbf Capital, Inc. (Aspen)


Jbf Capital, Inc. is a large advisory firm based in Aspen. It manages $916.99 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Colorado.

Jbf Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jbf Capital: assets under management

The assets under management (AUM) of Jbf Capital, Inc. is $916.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 102% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $916.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $229.25 million each.
Jbf Capital has custody of $916.99 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jbf Capital, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Jessica M. Fullerton Trustee 1 Apr 2004 50% - 75% 4815218

Based in Aspen

The principal office where Jbf Capital, Inc. performs its advisory services is located at 306 West Francis Street, Aspen, CO 81611, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 970-319-8251. The normal business hours are irregular on Other.


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