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JHB Capital Management
JHB CAPITAL MANAGEMENT LLC is an SEC-registered investment adviser in SANDY, UT. It has 1 employee and 1 investment adviser. The firm is based in Utah.
JHB Capital Management
JHB CAPITAL MANAGEMENT LLC is an SEC-registered investment adviser in SANDY, UT. It has 1 employee and 1 investment adviser. The firm is based in Utah.
General information
Firm type
Asset Manager
Frequently asked questions
Who runs investment decisions at JHB Capital Management?
Jonathan H. Berg serves as the principal and investment adviser for JHB Capital Management LLC, registered with the SEC. He steers the firm's long-only concentrated equity strategy and overall asset allocation. No other named investment professionals are publicly listed.
Is JHB Capital Management structured as a single family office or a multi-client RIA?
It is registered as an investment adviser with the SEC and appears to serve a single-family-office client, based on its ownership structure and minimal public disclosure. The firm does not market to external institutional clients or offer pooled funds. This structure allows for a narrow, long-term mandate.
Does JHB Capital Management participate in direct private investments or only public markets?
The firm focuses primarily on public securities — equities and fixed income — and does not publicly disclose direct private equity or venture capital positions. Based on its filings, it may invest in pooled alternative vehicles such as ETFs or mutual funds. No direct co-investment activity has been recorded.
What investment stages does JHB Capital Management typically target?
JHB Capital Management invests in publicly-traded securities, which implies a focus on mature, liquid companies. It does not target early-stage ventures or growth-stage private companies. Holding periods are described as long-term, with low portfolio turnover.
Where does the underlying wealth for JHB Capital Management come from?
The wealth origin is the Berg family, though no public source details the specific business or industry that generated the capital. Jonathan H. Berg is the named principal, and the firm's registration suggests inherited or accumulated wealth managed for a single-family entity.
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