L & B REALTY ADVISORS, LLP
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 136654
- Registered since
- August 31, 2005
- Website
- www.lbrealty.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
L & B Realty Advisors, LLP is a limited liability partnership that has been SEC-registered since 2005. The firm serves both individual and family clients as well as institutional investors, and it charges clients via a combination of a percentage-of-AUM fee and performance-based fees. Advisory services listed for the firm include portfolio management for pooled investment vehicles and for businesses or institutions, along with pension consulting. The dataset flags the firm as not an active ESG investor and not a multi-state adviser. It is classified as an owner-operated business (individual owner type). Although the profile indicates the firm is not a capital allocator, its institutional affiliations note roles as sponsor, general partner and managing member of pooled investment vehicles, which suggests involvement on both the management and sponsor side of certain funds.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2DANIEL PLUMLEE
President, CIOCRD 4381357
GEORGE SMITH
Chief Executive OfficerCRD 2583678
Contacts
3 of 5ERIC SMITH
Executive Vice PresidentCRD 6058291
STACIE CROWN
Executive Vice PresidentCRD 6058184
Jennifer Hanson
PartnerCRD 7358849
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 5910 N Central Expy
- Time zone
- CT (UTC-6)
- Office locations
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