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Spanos Barber Jesse & Co., LLC

● SEC registered since 2022CRD 293841SEC# 801-126318Walnut Creek, CA
Export (members)
Ranks #3,351 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$590.9M
Fund GAV
$590.9M
Private funds
17
Employees
17
Accounts
17
Location
Walnut Creek, CA

Spanos Barber Jesse & Co., LLC assets under management

Spanos Barber Jesse & Co., LLC is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 2022. It reports $590.9 million in regulatory assets under management and employs 17 people. Spanos Barber Jesse & Co., LLC manages 17 private funds with combined gross assets of $590.9 million, including Sbj Fund, LP. By regulatory assets, it ranks 3,351 of 5,911 private fund managers.

Spanos Barber Jesse & Co., LLC private funds

17 funds · $590.9M GAV
FundTypeGross assetsMin.
Sbj Fund, LPPrivate Equity$183.7M
Sbj Fund II, LPPrivate Equity$131M
Core Fitness Fund, LPPrivate Equity$57.3M
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Spanos Barber Jesse & Co., LLC owners & executives

6 reported
NameTitleOwnershipSince
Benjamin David Landis ControlManaging DirectorUnder 5%2019
Christian Ryan Ward ControlChief Compliance Officer/Chief Financial OfficerUnder 5%2023
Gus Boonos Spanos ControlManaging Director25-50%2015
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Frequently asked questions

How much does Spanos Barber Jesse & Co., LLC manage?

Spanos Barber Jesse & Co., LLC reports $590.9 million in regulatory assets under management on its Form ADV.

How many private funds does Spanos Barber Jesse & Co., LLC manage?

Spanos Barber Jesse & Co., LLC manages 17 private funds with combined gross assets of $590.9 million.

How many employees does Spanos Barber Jesse & Co., LLC have?

Spanos Barber Jesse & Co., LLC reports 17 employees.

Where is Spanos Barber Jesse & Co., LLC located?

Spanos Barber Jesse & Co., LLC is based in Walnut Creek, CA and has been SEC-registered since 2022.

Does Spanos Barber Jesse & Co., LLC disclose fund performance?

Spanos Barber Jesse & Co., LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2001 North Main Street, Suite 650, Walnut Creek, CA 94596
Phone415-848-1990
Fax415-969-6803
Office hours9a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$590.9M
Non-discretionary$0
Total (RAUM)$590.9M

Service providers