Sbj Capital

Spanos Barber Jesse & Co., LLC (SBJ Capital) is a financial advisor firm established in 2013, located in Walnut Creek, CA. The firm specializes in providing investment advisory services to private equity funds and other pooled investment vehicles. SBJ focuses on lower middle market consumer and services businesses in North America, with an investment strategy known as "Value Investing in Growth Industries." The firm's investment philosophy involves making control investments in companies with strong growth prospects at attractive valuations. SBJ's clients include individuals, trusts, and entities meeting specific suitability criteria, with a minimum investment of $5 million. The firm manages $590,922,819 of regulatory assets on a discretionary basis as of December 31, 2024. SBJ's fee structure varies by fund, typically including a management fee up to 2% per annum. Performance-based fees of up to 20% of net profits may apply. The firm operates as a fiduciary, acting in the best interests of its clients. SBJ has a Code of Ethics to ensure ethical conduct and manages investment discretion for clients. The firm actively monitors portfolio companies and provides regular reporting to investors. SBJ does not engage in public securities trading and does not participate in directed brokerage dealings. The firm has no disciplinary events to disclose and maintains financial stability to meet contractual commitments.