LB PARTNERS LLC

RIASEC RegisteredEst. 2024
Total AUM
$191M
Discretionary
$191M
100% of AUM
Avg account
$47.8M
Accounts
4
Employees
2
Advisory reps
2

Firm details

Headquarters
CHARLOTTESVILLE, Virginia
CRD number
309088
Registered since
July 8, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

LB Partners LLC is a privately held hedge fund manager organized as an LLC and registered with the SEC in 2024. The firm serves institutional clients and focuses on managing pooled investment vehicles; it also operates as sponsor, general partner and managing member for those vehicles. Compensation mixes a percentage-of-assets fee with performance-based fees, and the firm reports it is not a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • RICHARD FLORIN

    Chief Compliance OfficerCRD 4916087

Contacts

1 of 1
  • CHARLES COCKE

    Managing MemberCRD 4522520

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$491K in ETFs

Passive

100%

$491K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ABRDN GOLD ETF TRUST (SGOL)Aberdeen InvestmentsPassiveCommodities Focused$491K11,000100.00%

Location

Primary office

CHARLOTTESVILLE, VA

CHARLOTTESVILLE CITY

Location

CHARLOTTESVILLE, VA

Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.

Region
South
County
CHARLOTTESVILLE CITY
Address
411413A E Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth