SPANOS BARBER JESSE & CO., LLC

SPANOS BARBER JESSE & CO., LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 293841). Regulatory assets under management: $749.4M.

Registration

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Investment cos.

Officers, owners & control persons (15)

NameRoleLocation
Thomas Daniel BarberMANAGING DIRECTORWalnut Creek, CA
Gus Boonos SpanosMANAGING DIRECTORWalnut Creek, CA
Matthew Adam ColeMANAGING DIRECTOR—
Harold William JesseMANAGING DIRECTOR—
Benjamin David LandisMANAGING DIRECTOR—
Christian Ryan WardCHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER—
JENSEN ANDREW IRVINGCHIEF FINANCIAL OFFICER—
COLE ERIC ADAMMANAGING DIRECTOR; MANAGING DIRECTOR/CCO; PRINCIPAL & HEAD OF BUSINESS DEVELOPMENT—
GENSTIL TARA LYNNCHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER—
JESSE JAMES WILLIAMMANAGING DIRECTOR—
WARD CHRISTIAN RYANCHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER—
BARBER THOMAS DANIELMANAGING DIRECTOR—
SPANOS GUS BOONOSMANAGING DIRECTOR—
LANDIS BENJAMIN DAVIDMANAGING DIRECTOR—
STANGL NICHOLAS MICHAELCFO/CCO—

Private funds (15)

FundTypeFormedOwnersGross asset valueMin investment
SBJ FUND, LPPrivate Equity FundDelaware77$178.4M—
SBJ ELEVATION FUND, LPPrivate Equity FundDelaware19$148.7M—
SBJ FUND II, LPPrivate Equity FundDelaware81$144.3M—
BLUE RIDGE REPAIR AGGREGATOR LLCPrivate Equity FundDelaware17$89.4M—
CORE FITNESS FUND, LPPrivate Equity FundDelaware3$54.1M—
SBJ FUND II-A, LPPrivate Equity FundDelaware5$47.1M—
AMS PLUS FUND, LPPrivate Equity FundDelaware5$42.0M—
CDM SBJ PARTNERS 1, LPPrivate Equity FundDelaware9$39.2M—
SBJ TRIBUS CO-INVEST, LPPrivate Equity FundDelaware2$19.6M—
R&R WINERY PARTNERS, LPPrivate Equity FundDelaware18$14.6M—
SBJ FUND II-B, LPPrivate Equity FundDelaware6$8.0M—
CSP VISION PARTNERS, LLCPrivate Equity FundDelaware3$5.4M—
ARMOR EXPRESS DEBT CO-INVEST, LPPrivate Equity FundDelaware16$3.1M—
ARMOR EXPRESS CO-INVEST, LPPrivate Equity FundDelaware18$827K—
TPPNV POMELO PARTNERS, LLCPrivate Equity FundDelaware6$30K—

Branch offices (4)

CityStateEmployeesPhone
MINNEAPOLISMN1415-848-1990
LOS ANGELESCA1415-848-1990
MINNEAPOLISMN1415-848-1990
LOS ANGELESCA1415-848-1990

Fund service providers (1)

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