Spanos Barber Jesse & Co., LLC
● SEC registered since 2022CRD 293841SEC# 801-126318Walnut Creek, CA
Ranks #3,374 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$749.4M
Fund GAV
$794.6M
Private funds
15
Employees
19
Accounts
15
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 $749.4 million in regulatory assets under management and employs 19 people. Spanos Barber Jesse & Co., LLC manages 15 private funds with combined gross assets of $794.6 million, including Sbj Fund, LP. By regulatory assets, it ranks 3,374 of 6,004 private fund managers.
Spanos Barber Jesse & Co., LLC private funds
15 funds · $794.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sbj Fund, LP | Private Equity | $178.4M | — |
| Sbj Elevation Fund, LP | Private Equity | $148.7M | — |
| Sbj Fund II, LP | Private Equity | $144.3M | — |
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Join to unlock · $37/moSpanos Barber Jesse & Co., LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin David Landis Control | Managing Director | Under 5% | 2019 |
| Christian Ryan Ward Control | Chief Compliance Officer/Chief Financial Officer | Under 5% | 2023 |
| Gus Boonos Spanos Control | Managing Director | 25-50% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Spanos Barber Jesse & Co., LLC manage?
Spanos Barber Jesse & Co., LLC reports $749.4 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 15 private funds with combined gross assets of $794.6 million.
How many employees does Spanos Barber Jesse & Co., LLC have?
Spanos Barber Jesse & Co., LLC reports 19 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
| Address | 2001 North Main Street, Suite 650, Walnut Creek, CA 94596 |
| Phone | 415-848-1990 |
| Fax | 415-969-6803 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$749.4M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
AUM vs fund managersTop 56%
Larger than 44% of 6,004 private-fund managers
Number of fundsTop 17%
More funds than 83% of fund managers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$749.4Mregulatory AUM
Discretionary $749.4M