LBB HOLDING COMPANY LLC

RIASEC RegisteredEst. 2019
Total AUM
$200M
Discretionary
$200M
100% of AUM
Avg account
$99.8M
Accounts
2
Employees
5
Advisory reps
4

Firm details

Headquarters
NORWALK, Connecticut
CRD number
282285
Registered since
July 26, 2019
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

LBB Holding Company LLC is structured as a limited liability company that operates as a private equity fund and is SEC-registered since 2019. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles rather than acting as a broad capital allocator. Its advisory work is concentrated on managing private fund vehicles rather than providing individual retail wealth management. The firm’s fee arrangements combine a percentage-of-AUM component with fixed fees and performance-based fees, consistent with typical private equity economics. LBB Holding Company LLC is not identified as an active ESG investor, and it is not flagged as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • TODD SMITH

    Chief Financial OfficerCRD 6589002

  • AHAMED SALEEMAH

    Chief Compliance OfficerCRD 5819935

Contacts

2 of 2
  • SIMON BROWN

    Co-FounderCRD 6587882

  • MATTHEW LEBARON

    FounderCRD 6587880

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NORWALK, CT

FAIRFIELD

Location

NORWALK, CT

Headquartered in NORWALK, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
607 Merritt 7
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth