BBN MANAGEMENT, LLC

RIASEC Registered

Total AUM

$10.3M

Discretionary

$10.3M

100% of AUM

Avg account

$381K

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 147954
Website: www.bbnmgmt.com
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI49.51%
Pooled Investment Vehicles28.16%
Individuals22.33%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BBN Management, LLC is an LLC-structured adviser operating with a hedge-fund orientation and an individual owner. The firm serves both individual and family clients as well as institutional relationships and provides portfolio management for individuals/small businesses alongside management of pooled investment vehicles. Its compensation includes both a percentage-of-assets fee and performance-based fees. The adviser is not positioned as an ESG investor, does not report as a multi-state adviser, and does not represent itself as a pension consultant or related adviser.