LB Partners LLC
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
FINTRXOverview
LB Partners LLC is an SEC-registered hedge fund adviser (registered in 2024) that serves institutional investors and operates as sponsor and general partner/manager of pooled vehicles. The firm provides portfolio management for pooled investment vehicles and charges a combination of asset-based fees and performance fees. LB Partners is organized as an LLC and is owned by an individual. It does not identify as an ESG investor and does not operate as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
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
1 of 1Richard Florin
Chief Compliance OfficerCRD 4916087
Contacts
1 of 1Charles Cocke
Managing MemberCRD 4522520
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$491K in ETFs
100%
$491K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ABRDN GOLD ETF TRUST (SGOL) | Aberdeen Investments | Passive | Commodities Focused | $491K | 11,000 | 100.00% |
Location
Charlottesville, VA
Charlottesville City
Location
Charlottesville, VA
Headquartered in Charlottesville, VA, in the South of the United States.
- Region
- South
- County
- Charlottesville City
- Address
- 411413 A E Main St
- Time zone
- ET (UTC-5)
- Office locations
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