Jbglobal.com LLC

JB Global.com L.L.C. is a financial advisory firm based in New York, established in 1996 and registered with the SEC since July 2011. The firm specializes in providing investment advisory services to individuals, trusts, and foundations, with a focus on long-term value investing. They are 100% owned by James Berman, the Managing Member. JB Global.com L.L.C. also serves as a sub-advisor to a venture capital fund, Eitan Ventures L.L.C., offering investment advice under the supervision of EV's management. The firm's investment philosophy is rooted in value investing, aiming to buy securities at a discount to their intrinsic value and sell when prices are artificially high. They do not engage in market timing or trading strategies based on short-term price movements. JB Global.com L.L.C. charges fees based on a tiered scale depending on total assets managed, with a minimum initial investment requirement of $2,000,000. Clients' accounts are managed on a discretionary basis, allowing the firm to make changes without specific client permission for each trade. JB Global.com L.L.C. does not receive commissions or compensation from non-clients, and they do not pay for client referrals. The firm uses Charles Schwab & Co. as the broker and custodian for client assets, with fees debited quarterly directly from client accounts. Clients receive monthly statements from Charles Schwab & Co., and the firm conducts regular investment reviews and adjustments based on market conditions and client circumstances.