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 a privately organized LLC that registers with the SEC as an adviser and operates as a private equity fund manager. The firm focuses on managing pooled investment vehicles for institutional clients rather than delivering individual retail advisory services. It is listed as having been SEC-registered in 2019 and is not designated as an active ESG investor or a multi-state adviser. Fee arrangements include asset-based fees, fixed fees and performance-based fees. The firm's reporting indicates it does not function as a capital allocator in the sense of a multi-manager allocator or fund-of-funds sponsor; its primary advisory activity is portfolio management for pooled funds.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • Todd Smith

    Todd Smith

    Chief Financial OfficerCRD 6589002

  • Ahamed Saleemah

    Ahamed Saleemah

    Chief Compliance OfficerCRD 5819935

Contacts

2 of 2
  • Simon Brown

    Simon Brown

    Co-FounderCRD 6587882

  • Matthew Lebaron

    Matthew Lebaron

    FounderCRD 6587880

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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