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Data / Investment advisers / Connecticut / JGB Capital Management L.P.

JGB Capital Management L.P., Westport, CT: $421 million AUM, SEC registered investment adviser

JGB Capital Management L.P. is an SEC registered investment adviser with its main office in Westport, Connecticut and reports $421 million in regulatory assets under management in its Form ADV filed September 14, 2026. Its clients include pooled investment vehicles and other investment advisers. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 6 private funds.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Registration
SEC registered investment adviser
CRD number
163658
SEC file number
801-110906
SEC status
Approved, effective July 28, 2017
Main office
246 Post Road East 2nd Floor, Westport, CT 06880
Phone
(212) 355-5771
Regulatory AUM
$421,041,047 in the Form ADV filed September 14, 2026
Discretionary AUM
$417,079,021
Non discretionary AUM
$3,962,026
Accounts
10
Employees
10, of which 8 give investment advice
Form of organization
Limited Partnership
Paid through
a percentage of assets under management, performance based fees, other fees
Private funds
6: 6 hedge funds
Gross assets of private funds
$393,142,940
Other offices
1
Umbrella registration
2 relying advisers
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
September 14, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Pooled investment vehicles9$421 million
Other investment advisers1Not listed

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$421 millionMarch 30, 2026
December 1, 2025$330 millionNovember 11, 2025

Other advisers in Westport

AdviserCityAUMPrivate fundsSource
Northlight Capital PartnersWestport$582.2 million14adviserinfo.sec.gov
Birinyi Associates, Inc.Westport$471.7 millionNot listedadviserinfo.sec.gov
August Wealth Advisors LLCWestport$436.6 millionNot listedadviserinfo.sec.gov
Longwall Family OfficeWestport$428.2 million1adviserinfo.sec.gov
Ararat Capital Management, LPWestport$423 million2adviserinfo.sec.gov
Yakira Capital Management, Inc.Westport$411.6 million1adviserinfo.sec.gov
Brightlight CapitalWestport$385.8 million1adviserinfo.sec.gov
Ayrton Capital LLCWestport$358.9 million1adviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.