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SBJ CAPITAL
SPANOS BARBER JESSE & CO., LLC
CRD 293841 · SEC 801-126318
2001 NORTH MAIN STREET, SUITE 650, WALNUT CREEK, CA, 94596, United States
Phone
415-848-1990
Fax
415-969-6803
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$749.4M
Discretionary AUM
$749.4M
Team
19 total employees; 14 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 15 | $749.4M |
States served
CA, MN
All web addresses on file
Official SEC filing: View on IAPD