RIA Intel›Advisers›Connecticut›JGB CAPITAL MANAGEMENT L.P.

JGB CAPITAL MANAGEMENT L.P.

Advisory

N·WESTPORT, CT

Data as of Apr 22, 2026 · Source: SEC Form ADV

Total AUM

$421M

1-Year AUM Growth

+19.3%

3-Year CAGR

+8.7%

Employees

8

Assets Under Management

Total AUM$421M

Discretionary AUM$417M

Non-Discretionary AUM$4M

Discretionary %99.1%

Total Clients8

Team

Total Employees8

Investment Advisers10

Employee Growth (1Y)+14.3%

Filing History

Total Filings on Record13

First FilingJun 28, 2017

Latest FilingApr 22, 2026

🔒 Full AUM trend chart and 13 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on JGB CAPITAL MANAGEMENT L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.