THE B GROUP, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
310357
Registered since
September 28, 2020

Firm profile

FINTRX

Overview

The B Group, Inc. is a corporate adviser formed in 2020 that operates primarily as a sponsor and general partner of pooled investment vehicles. Its activity centers on managing a single pooled hedge fund rather than running a traditional retail advisory business. The firm is organized with individual ownership and is classified as an unclassified adviser in filings; it is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The firm's role as sponsor, general partner and managing member indicates it organizes, capitalizes and controls the governance of its pooled vehicle(s). That structure points to an emphasis on active portfolio management and manager-driven allocation decisions typical of hedge fund governance rather than wrap-fee or discretionary retail account management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

1 of 1
  • BRANDEN MUHL

    Chief Executive OfficerCRD 5106504

Wealth teams

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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

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
2900 McKinnon St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth