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Jbw Capital Management LP (Dallas)


Jbw Capital Management LP is an adviser based in Dallas. It manages $28 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.

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Jbw Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jbw Capital Management: assets under management

The assets under management (AUM) of Jbw Capital Management LP is $28 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10 million in discretionary accounts and $18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.6 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jbw Capital Management LP 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.

Based in Dallas

The principal office where Jbw Capital Management LP performs its advisory services is located at 100 Crescent Court, Suite 700, Dallas, TX 75201, 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 214-843-0440 or by fax 214-572-6892. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.jbwcapital.com.


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