Spanos Barber Jesse & Co., Llc
- Regulatory AUM
- $749M
- Discretionary
- $749M
- Clients
- 15
- Avg AUM / client
- $50.0M
- Accounts
- 15
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 15 | $749M | 100.0% |
Private funds (16)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $616M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sbj Fund, Lp | Private Equity Fund | Delaware | $243M | 82 |
| Sbj Fund Ii, Lp | Private Equity Fund | Delaware | $121M | 81 |
| Core Fitness Fund, Lp | Private Equity Fund | Delaware | $52.4M | 3 |
| Sbj Fund Ii A, Lp | Private Equity Fund | Delaware | $39.3M | 5 |
| Cdm Sbj Partners 1, Lp | Private Equity Fund | Delaware | $38.0M | 9 |
| Ams Plus Fund, Lp | Private Equity Fund | Delaware | $35.9M | 5 |
| R&R Winery Partners, Lp | Private Equity Fund | Delaware | $29.1M | 20 |
| Blue Ridge Repair Aggregator Llc | Private Equity Fund | Delaware | $20.2M | 17 |
| Sbj Tribus Co Invest, Lp | Private Equity Fund | Delaware | $17.1M | 2 |
| Sbj Fund Ii B, Lp | Private Equity Fund | Delaware | $6.7M | 6 |
| Sbj Dennis Co Invest 1, Lp | Private Equity Fund | Delaware | $6.0M | 9 |
| Sbj Dennis Co Invest 3, Lp | Private Equity Fund | Delaware | $2.5M | 3 |
| Armor Express Debt Co Invest, Lp | Private Equity Fund | Delaware | $2.4M | 16 |
| Armor Express Co Invest, Lp | Private Equity Fund | Delaware | $1.3M | 18 |
| Sbj Dennis Co Invest 2, Lp | Private Equity Fund | Delaware | $909K | 2 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barber, Thomas, Daniel | Managing Director | May 2015 (11y) | 25% – 50% | |
| Cole, Matthew, Adam | Managing Director | May 2015 (11y) | 5% – 10% | |
| Jesse, Harold, William | Managing Director | May 2015 (11y) | Less than 5% | |
| Spanos, Gus, Boonos | Managing Director | May 2015 (11y) | 25% – 50% | |
| Landis, Benjamin, David | Managing Director | Feb 2019 (8y) | Less than 5% | |
| Ward, Christian, Ryan | Chief Compliance Officer/Chief Financial Officer | Feb 2023 (4y) | Less than 5% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (16, $616M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sbj Fund, Lp | Private Equity Fund | $243M | $0 | 82 |
| Sbj Fund Ii, Lp | Private Equity Fund | $121M | $0 | 81 |
| Core Fitness Fund, Lp | Private Equity Fund | $52.4M | $0 | 3 |
| Sbj Fund Ii A, Lp | Private Equity Fund | $39.3M | $0 | 5 |
| Cdm Sbj Partners 1, Lp | Private Equity Fund | $38.0M | $0 | 9 |
| Ams Plus Fund, Lp | Private Equity Fund | $35.9M | $0 | 5 |
| R&R Winery Partners, Lp | Private Equity Fund | $29.1M | $0 | 20 |
| Blue Ridge Repair Aggregator Llc | Private Equity Fund | $20.2M | $0 | 17 |
| Sbj Tribus Co Invest, Lp | Private Equity Fund | $17.1M | $0 | 2 |
| Sbj Fund Ii B, Lp | Private Equity Fund | $6.7M | $0 | 6 |
| Sbj Dennis Co Invest 1, Lp | Private Equity Fund | $6.0M | $0 | 9 |
| Sbj Dennis Co Invest 3, Lp | Private Equity Fund | $2.5M | $0 | 3 |
| Armor Express Debt Co Invest, Lp | Private Equity Fund | $2.4M | $0 | 16 |
| Armor Express Co Invest, Lp | Private Equity Fund | $1.3M | $0 | 18 |
| Sbj Dennis Co Invest 2, Lp | Private Equity Fund | $909K | $0 | 2 |
| Tppnv Pomelo Partners, Llc | Private Equity Fund | $106K | $0 | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 4.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗