JER MANAGEMENT, LLC
CRD #138037 SEC #801-66119 MCLEAN, VA 703-714-8000
SEC Registered Private Funds
Total AUM
$912.8M
Discretionary
$912.8M
Employees
20
Clients
--
Accounts
7
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FENSTERHEIM, GERALD, DAVID | I | TRUSTEE OF JOSEPH E ROBERT JR REVOCABLE TRUST EST. UNDER FOURTH AMENDMENT AND RESTATEMENT OF TRUST AGREEMENT DATED 11/7/2011 | NA | Control |
| FENSTERHEIM, GERALD, DAVID | I | PERSONAL REPRESENTATIVE OF THE ESTATE | NA | Control |
| FENSTERHEIM, GERALD, DAVID | I | TRUSTEE OF JOSEPH E ROBERT JR REVOCABLE TRUST EST. UNDER FOURTH AMENDMENT AND RESTATEMENT OF TRUST AGREEMENT DATED 11/7/2011 | NA | Control |
| FENSTERHEIM, GERALD, DAVID | I | TRUSTEE OF JOSEPH E ROBERT JR REVOCABLE TRUST EST. UNDER FOURTH AMENDMENT AND RESTATEMENT OF TRUST AGREEMENT DATED 11/7/2011 | NA | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HARKINS, RICHARD, ALEXANDER | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| HARKINS, RICHARD, ALEXANDER | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| HARMON, DEBORAH, LYNN | I | PRESIDENT | NA | Control |
| HARMON, DEBORAH, LYNN | I | PRESIDENT | NA | Control |
| JOSEPH E ROBERT JR REVOCABLE TRUST EST. UNDER FOURTH AMENDMENT AND RESTATEMENT OF TRUST AGREEMENT DATED 11/7/2011 | DE | MEMBER | NA | Control |
| JOSEPH E ROBERT JR REVOCABLE TRUST EST. UNDER FOURTH AMENDMENT AND RESTATEMENT OF TRUST AGREEMENT DATED 11/7/2011 | DE | MEMBER | NA | Control |
| JOSEPH E ROBERT JR REVOCABLE TRUST EST. UNDER FOURTH AMENDMENT AND RESTATEMENT OF TRUST AGREEMENT DATED 11/7/2011 | DE | MEMBER | NA | Control |
| KNEIP, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNEIP, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNEIP, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNEIP, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNEIP, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNEIP, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER AND MANAGING MEMBER | NA | Control |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER AND MEMBER | NA | Control |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER AND MANAGING MEMBER | NA | Control |
| MCGILLIS, JOHN, MICHAEL | I | CHIEF FINANCIAL OFFICER AND CO-MANAGING MEMBER | NA | Control |
| ROBINSON, CLYDE, WENDELL | I | MANAGING DIRECTOR | NA | Control |
| ROBINSON, CLYDE, WENDELL | I | MANAGING DIRECTOR | NA | Control |
| ROBINSON, CLYDE, WENDELL | I | MANAGING DIRECTOR | NA | Control |
| ROBINSON, CLYDE, WENDELL | I | MANAGING DIRECTOR | NA | Control |
| ROBINSON, CLYDE, WENDELL | I | MANAGING DIRECTOR | NA | Control |
| ROBINSON, CLYDE, WENDELL | I | MANAGING DIRECTOR | NA | Control |
| SMALL, FRANK, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| SMALL, FRANK, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| SMALL, FRANK, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| SMALL, FRANK, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| SMALL, FRANK, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| SMALL, FRANK, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| STAPLES, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STAPLES, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STAPLES, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STAPLES, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STAPLES, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STAPLES, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STAPLES, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STAPLES, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STAPLES, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STAPLES, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STAPLES, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STAPLES, KRISTINA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THE ESTATE OF JOSEPH E ROBERT JR. BY GERALD DAVID FENSTERHEIM AS PERSONAL REPRESENTATIVE OF THE ESTATE | DE | MANAGING MEMBER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF LEGAL OFFICER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL AND MEMBER | NA | Control |
| WARD, DANIEL, THOMAS | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL AND CO-MANAGING MEMBER | NA | Control |
| YOON, TAESIK | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YOON, TAESIK | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YOON, TAESIK | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YOON, TAESIK | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YOON, TAESIK | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YOON, TAESIK | I | CHIEF FINANCIAL OFFICER | NA | Control |
| J.E. ROBERT COMPANY, INC. | DE | MEMBER | E | Control |
| J.E. ROBERT COMPANY, INC. | DE | MEMBER | E | Control |
| J.E. ROBERT COMPANY, INC. | DE | MEMBER | E | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN, SOLE DIRECTOR AND SOLE SHAREHOLDER | E | Control |
| ROBERT, JOSEPH, EDGAR | I | CHAIRMAN AND CEO, SOLE DIRECTOR AND SOLE SHAREHOLDER | E | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN, SOLE DIRECTOR AND SOLE SHAREHOLDER | E | Control |
| ROBERT, JOSEPH, EDGAR | I | CHAIRMAN AND CEO, SOLE DIRECTOR AND SOLE SHAREHOLDER | E | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN, SOLE DIRECTOR AND SOLE SHAREHOLDER | E | Control |
| ROBERT, JOSEPH, EDGAR | I | CHAIRMAN AND CEO, SOLE DIRECTOR AND SOLE SHAREHOLDER | E | Control |
| ROBERT, JOSEPH, EDGAR | I | CHAIRMAN AND CEO, SOLE DIRECTOR AND SOLE SHAREHOLDER | E | Control |
| ROBERT, JOSEPH, EDGAR | I | CHAIRMAN AND CEO, SOLE DIRECTOR AND SOLE SHAREHOLDER | E | Control |
| J.E. ROBERT COMPANY, INC. | DE | MAJORITY OWNER | D | Control |
| J.E. ROBERT COMPANY, INC. | DE | MAJORITY OWNER | D | Control |
| J.E. ROBERT COMPANY, INC. | DE | MAJORITY OWNER | D | Control |
| J.E. ROBERT COMPANY, INC. | DE | MAJORITY OWNER | D | Control |
| J.E. ROBERT COMPANY, INC. | DE | MAJORITY OWNER | D | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN, MANAGING MEMBER | D | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN, MANAGING MEMBER | D | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN, MANAGING MEMBER | D | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | C | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | C | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | C | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | C | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | C | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | C | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | C | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | C | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | C | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | C | Control |
| GALE, BARDEN, NOEL | I | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | C | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN | C | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN | C | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN | C | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN | C | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN | C | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN | C | Control |
| J.E. ROBERT COMPANY, INC. | DE | ENTITY OWNER | B | Control |
| J.E. ROBERT COMPANY, INC. | DE | ENTITY OWNER | B | Control |
| J.E. ROBERT COMPANY, INC. | DE | ENTITY OWNER | B | Control |
| J.E. ROBERT COMPANY, INC. | DE | ENTITY OWNER | B | Control |
| J.E. ROBERT COMPANY, INC. | DE | ENTITY OWNER | B | Control |
| J.E. ROBERT COMPANY, INC. | DE | ENTITY OWNER | B | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN | B | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN | B | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN | B | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN | B | Control |
| ROBERT, JOSEPH, EDGAR | I | EXECUTIVE CHAIRMAN | B | Control |
| BELCHER, KEITH, W | I | MANAGING DIRECTOR | A | Control |
| BELCHER, KEITH, W | I | MANAGING DIRECTOR | A | Control |
| BELCHER, KEITH, W | I | MANAGING DIRECTOR | A | Control |
| BELCHER, KEITH, W | I | MANAGING DIRECTOR | A | Control |
| BELCHER, KEITH, W | I | MANAGING DIRECTOR | A | Control |
| BELCHER, KEITH, W | I | MANAGING DIRECTOR | A | Control |
| BELCHER, KEITH, W | I | MANAGING DIRECTOR AND MEMBER | A | Control |
| GALE, BARDEN, NOEL | I | MEMBER | A | |
| GALE, BARDEN, NOEL | I | MEMBER | A | |
| GALE, BARDEN, NOEL | I | MEMBER | A | |
| GALE, BARDEN, NOEL | I | MEMBER | A | |
| SMITH, JAMES, W | I | MANAGING DIRECTOR | A | Control |
| SMITH, JAMES, W | I | MANAGING DIRECTOR | A | Control |
| SMITH, JAMES, W | I | MANAGING DIRECTOR | A | Control |
| SMITH, JAMES, W | I | MANAGING DIRECTOR | A | Control |
| SMITH, JAMES, W | I | MANAGING DIRECTOR | A | Control |
| SMITH, JAMES, W | I | MANAGING DIRECTOR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FENSTERHEIM, GERALD, DAVID | I | JOSEPH E ROBERT, JR REVOCABLE TRUST EST.UNDER FOURTH AMENDMENT AND RESTATEMENT OF TRUST AGREEMENT DATED 11/7/2011 | F | Control |
| FENSTERHEIM, GERALD, DAVID | I | JOSEPH E ROBERT, JR REVOCABLE TRUST AS ESTABLISHED UNDER THE FOURTH AMENDMENT AND RESTATEMENT OF TRUST AGREEMENT DTD NOV 7, 2011 | F | Control |
| FENSTERHEIM, GERALD, DAVID | I | JOSEPH E ROBERT, JR REVOCABLE TRUST EST.UNDER FOURTH AMENDMENT AND RESTATEMENT OF TRUST AGREEMENT DATED 11/7/2011 | F | Control |
| FENSTERHEIM, GERALD, DAVID | I | JOSEPH E ROBERT, JR REVOCABLE TRUST EST.UNDER FOURTH AMENDMENT AND RESTATEMENT OF TRUST AGREEMENT DATED 11/7/2011 | F | Control |
| JOSEPH E ROBERT JR REVOCABLE TRUST EST. UNDER FOURTH AMENDMENT AND RESTATEMENT OF TRUST DATED 11/2/2011 | DE | J.E. ROBERT COMPANY, INC. | E | Control |
| JOSEPH E ROBERT JR REVOCABLE TRUST EST. UNDER FOURTH AMENDMENT AND RESTATEMENT OF TRUST DATED 11/2/2011 | DE | J.E. ROBERT COMPANY, INC. | E | Control |
| JOSEPH E ROBERT JR REVOCABLE TRUST EST. UNDER FOURTH AMENDMENT AND RESTATEMENT OF TRUST DATED 11/2/2011 | DE | J.E. ROBERT COMPANY, INC. | E | Control |
| JOSEPH E ROBERT, JR REVOCABLE TRUST AS ESTABLISHED UNDER THE FOURTH AMENDMENT AND RESTATEMENT OF TRUST AGREEMENT DTD NOV 7 2011 | DE | J.E. ROBERT COMPANY, INC. | E | Control |
| ROBERT, JOSEPH, EDGAR | I | J.E. ROBERT COMPANY, INC. | E | Control |
| ROBERT, JOSEPH, EDGAR | I | J.E. ROBERT COMPANY, INC. | E | Control |
| ROBERT, JOSEPH, EDGAR | I | J.E. ROBERT COMPANY, INC. | E | Control |
| ROBERT, JOSEPH, EDGAR | I | J.E. ROBERT COMPANY, INC. | E | Control |
| ROBERT, JOSEPH, EDGAR | I | J.E. ROBERT COMPANY, INC. | E | Control |
| ROBERT, JOSEPH, EDGAR | I | J.E. ROBERT COMPANY, INC. | E | Control |
| ROBERT, JOSEPH, EDGAR | I | J.E. ROBERT COMPANY, INC. | E | Control |
| ROBERT, JOSEPH, EDGAR | I | J.E. ROBERT COMPANY, INC. | E | Control |
| ROBERT, JOSEPH, EDGAR | I | J.E. ROBERT COMPANY, INC. | E | Control |
| ROBERT, JOSEPH, EDGAR | I | J.E. ROBERT COMPANY, INC. | E | Control |
| ROBERT, JOSEPH, EDGAR | I | J.E. ROBERT COMPANY, INC. | E | Control |
Registrations
Federal
IA
Mar 26, 2013 REGISTERED
Notice Filings (2)
TX VA
Address
7950 JONES BRANCH DRIVESUITE 320
MCLEAN, VA 22107
United States
Phone: 703-714-8000