Sbj Capital

0 registered advisors · 0 reported ETFs · $0 reported ETF value · $749.4M regulatory AUM

Sbj Capital is an investment adviser that files Form ADV with the SEC in Walnut Creek, CA, with 0 registered advisors, reporting $749.4M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-03-27 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$749.4MModerateTop 38%
  • Average AUM per client$50MModerateTop 31%
  • High-net-worth share of clients0.0%LowTop 100.0%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-03-27. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2022-07-29
SEC file number
801-126318
Form version
10/2021
Latest Form ADV filing
2026-03-27
Address
2001 North Main Street, Suite 650, Walnut Creek, CA 94596, United States
Phone
415-848-1990
Website
https://www.sbjcapital.com

Size

People and clients

Items 5.A through 5.D.

Employees
19
Registered advisors
0
Offices
0
Clients
15
High-net-worth share of clients
0.0%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$749,448,448
Discretionary AUM
$749,448,448
Non-discretionary AUM
$0
Total accounts
15
Average AUM per client
$49,963,230

Clients

Who the firm serves

Item 5.D, by reported assets.

  • Pooled investment vehicles15 clients
    $749.4M

Practice

How the firm operates

Items 4 through 9.

Services
Portfolio Management: Pooled Investment Vehicles
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Fixed Fees (Other Than Subscription); Compensation: Performance-Based Fees
Affiliations
Related Person Is: Sponsor or GP of Pooled Investment Vehicl; Adviser to Any Private Fund
Custody
Adviser Has Custody of Client Cash; Adviser Has Custody of Client Securities; Adviser Custody Amount ($); Adviser Custody Clients (Count)

Source: SEC Form ADV filed by CRD 293841. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

    Public filing evidence

    Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.