LB Partners LLC

RIASEC RegisteredEst. 2024
Total AUM
$191M
Discretionary
$191M
100% of AUM
Avg account
$47.8M
Accounts
4
Employees
2
Advisory reps
2

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

FINTRX

Overview

LB Partners LLC is a privately held investment manager organized as an LLC that operates hedge fund strategies for institutional clients. The firm registers with the SEC (registration year 2024) and serves as sponsor, general partner and managing member of pooled investment vehicles, providing portfolio management for those vehicles rather than traditional separate-account advisory services. Its fee arrangements combine a percentage-of-AUM management fee with performance-based compensation. LB Partners does not identify as an active ESG investor and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

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

1 of 1
  • Richard Florin

    Chief Compliance OfficerCRD 4916087

Contacts

1 of 1
  • Charles Cocke

    Managing MemberCRD 4522520

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$421K in ETFs

Passive

100%

$421K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ABRDN GOLD ETF TRUST (SGOL)Aberdeen InvestmentsPassiveCommodities Focused$421K11,000100.00%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth