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J.E.B. Capital Management LLC (Smithtown)


J.E.B. Capital Management LLC is a pension cosultant based in Smithtown. It manages $4.8 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004.

J.E.B. Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

J.E.B. Capital Management: assets under management

The assets under management (AUM) of J.E.B. Capital Management LLC is $4.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.8 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay J.E.B. Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Smithtown

The principal office where J.E.B. Capital Management LLC performs its advisory services is located at 18 Manor Road, Smithtown, NY 11787, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 631-361-9100 or by fax 631-361-7200. The normal business hours are 9:00-5:00 p.m. on Monday - Friday.


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