L & B Realty Advisors, LLP

RIASEC RegisteredEst. 2005

Total AUM

$219K

Discretionary

$219K

100% of AUM

Avg account

$219K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 136654
Registered since: August 31, 2005
Website: www.lbrealty.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

L & B Realty Advisors, LLP is a limited liability partnership that has been SEC-registered since 2005. The firm serves both individual & family clients and institutional clients, and it operates as an adviser to pooled investment vehicles as well as providing portfolio management for businesses or institutions and pension consulting services. Ownership is listed as individual, and the firm is not classified as a capital allocator. The firm’s fee schedule combines a percentage-of-assets model with performance-based fees, which aligns with its role as sponsor/GP/managing member of pooled vehicles. L & B Realty Advisors does not identify as an active ESG investor and is not a multi-state adviser.