JSB Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,251,000
Clients
60
12% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
HighAverage account size
$170,850
About
JSB Capital Management, LLC provides discretionary portfolio management to individuals and a range of institutional clients, including corporate pension and profit-sharing plans, foundations, endowments, registered mutual funds, private investment funds, and trust programs. The firm also offers retirement-plan consulting and limited one-time or non-discretionary investment reviews, and generally charges advisory fees based on a percentage of assets under management.
The firm’s investment process is top-down and macroeconomic in orientation, using sector rotation driven by business-cycle analysis and interest-rate expectations, combined with technical analysis to help time entry and exit points. Accounts are managed on a discretionary basis and, notably, the adviser uses derivatives (including stock-derivative instruments) within separately managed accounts as part of its timing and risk-management approach.
JSB’s principal holds the Chartered Market Technician (CMT) designation and maintains active involvement in professional technical-analysis organizations, which aligns with the firm’s emphasis on technical methods alongside macro research. The firm’s service mix—covering both individual wealth management and plan-level fiduciary consulting for institutional clients—along with its documented use of derivatives in client accounts, distinguishes its practice from many independent advisers.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.85%
Hourly fees for completed work, negotiated and agreed upon with client before services are rendered
Account minimum: $250,000
Main office location
JSB Capital Management, LLC
1442 Camino Del Mar, Suite 214
Del Mar CA 92014, United States
Number of offices
1
Most active in
JSB Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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