# JBG/Fund IX Trust: Form D filing

JBG/Fund IX Trust, a real estate finance company in Chevy Chase, MD, filed a Form D with the SEC in 2014. The latest, on November 25, 2014, reports $123,000 sold of a $125,000 offering to 123 investors.

Find out what JBG/Fund IX Trust does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.

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## The full lists

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- [Form D filings in Maryland](https://specstream.ai/data/form-d/state/maryland): 608 rows, by operating companies, filed since November 1, 2024, $30.40, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/state/maryland
- [Form D filings in REITS and Finance](https://specstream.ai/data/form-d/industry/reits-and-finance): 1,694 rows, by operating companies, filed since November 1, 2024, $84.70, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/industry/reits-and-finance

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## Company details from the filing

- Address: 4445 WILLARD AVENUE, SUITE 400, Chevy Chase, MD, 20815
- Phone: (240) 333-3600
- Industry: REITS and Finance
- Entity type: Other (Real Estate Investment Trust)
- Incorporated in: Maryland
- Year incorporated: 2014
- Revenue range: Decline to Disclose
- Exemptions claimed: Rule 506(b), Investment Company Act section 3(c), section 3(c)(7)
- SEC identifier (CIK): 1626436

## Form D filings

| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Nov 25, 2014 | New notice | $125,000 | $123,000 | $2,000 | 123 | Nov 17, 2014 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1626436/000162643614000001/0001626436-14-000001-index.htm) |

## Executive officers and directors named in the filing

| Name | Role | Note in the filing |
| --- | --- | --- |
| Robert A. Stewart | Executive Officer, Director |  |
| Brian P. Coulter | Executive Officer, Director |  |
| W. Matt Kelly | Executive Officer, Director |  |
| James L. Iker | Executive Officer, Director |  |
| Michael J. Glosserman | Executive Officer, Director |  |

[Every Form D from the week of Nov 24, 2014](https://specstream.ai/data/form-d/week/2014-11-24) · [All recent filings in Maryland](https://specstream.ai/data/form-d/state/maryland) · [All recent REITS and Finance filings](https://specstream.ai/data/form-d/industry/reits-and-finance)

Read from SEC EDGAR. Amount sold is what JBG/Fund IX Trust reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/).