LB Partners LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Richard Florin
Chief Compliance OfficerCRD 4916087
Contacts
1 of 1Charles Cocke
Managing MemberCRD 4522520
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$421K in ETFs
100%
$421K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ABRDN GOLD ETF TRUST (SGOL) | Aberdeen Investments | Passive | Commodities Focused | $421K | 11,000 | 100.00% |
Location
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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