Fund family · SEC Form D record
JB Investments Fund funds
JB Investments Fund has 7 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2016 to 2026. The newest is JB INVESTMENTS FUND IV, L.P., first filed Jun 13, 2022. The adviser of record on Form ADV Schedule D is Jb Investments Management, LLC.
- Vehicles
- 7
- Numbered generations
- 3
- First filing
- 2016
- Latest filing
- Jul 17, 2026
Adviser of record (Form ADV Schedule D) Jb Investments Management, LLC (CRD 309067)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund IV
2 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| JB INVESTMENTS FUND IV, L.P.CIK 1932940 | Filed within 13 months | EDGAR | |||
| JB INVESTMENTS OFFSHORE FUND IV, LTD.CIK 1932941 | Filed within 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
3 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| JB Investments Fund III, L.P.CIK 1810536 | Annual amendment overdue | EDGAR | |||
| JB Investments Parallel Fund III, L.P.CIK 1811103 | Annual amendment overdue | EDGAR | |||
| JB Investments Offshore Fund III, Ltd.CIK 1815125 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
2 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| JB Investments Offshore Fund II, Ltd.CIK 1663721 | Annual amendment overdue | EDGAR | |||
| JB Investments Fund II, LPCIK 1663723 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the JB Investments Fund funds
- How many JB Investments Fund funds are there?
- The SEC Form D record shows 7 vehicles in 3 numbered generations, the earliest filed Jan 14, 2016 and the latest filing on Jul 17, 2026. By generation: Fund IV (2 vehicles, first filed Jun 13, 2022); Fund III (3 vehicles, first filed May 26, 2020); Fund II (2 vehicles, first filed Jan 14, 2016).
- What is the latest JB Investments Fund fund?
- JB INVESTMENTS FUND IV, L.P., which first filed a Form D on Jun 13, 2022 and last amended it on Jul 17, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the JB Investments Fund funds?
- Jb Investments Management, LLC (RIA, CRD 309067), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the JB Investments Fund funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.