LBB HOLDING COMPANY LLC
Adviser information for LBB HOLDING COMPANY LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $303.4M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $303.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $303.4M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-117046 |
|---|---|
| SEC ERA File Number | 801-117046 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282285 |
| Legal Entity Identifier | None |
Principal Office
475 FIFTH AVENUE24TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 212-841-8500, Fax: None
Websites
Chief Compliance Officer
SALEEMAH AHAMED
475 FIFTH AVENUE
24TH FLOOR
NEW YORK
NY
United States
Tel:
917-476-8632
S*******@*************M
(Full email address available in API data)
Regulatory Contact
TODD G. SMITH
CHIEF FINANCIAL OFFICER
475 FIFTH AVENUE
24TH FLOOR
NEW YORK
NY
United States
Tel:
212-841-8500
T***@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LBB INDUSTRIES I LLC | Private Equity Fund | $268.6M | $0.1M | 43 |
| LBB INDUSTRIES II LLC | Private Equity Fund | $34.8M | $0.1M | 22 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LBB FOUNDER HOLDINGS LLC | Domestic Entity | – | MEMBER | 06/2015 | > 75% |
| LEBARON, MATTHEW, FRANCIS | Individual | – | CO-FOUNDER | 06/2015 | < 5% |
| BROWN, SIMON, ESMONDE | Individual | – | CO-FOUNDER | 06/2015 | < 5% |
| BROWN, SIMON, ESMONDE | Individual | LBB FOUNDER HOLDINGS LLC | MEMBER | 06/2015 | 25-50% |
| SMITH, TODD, GREENWOOD | Individual | – | CHIEF FINANCIAL OFFICER | 10/2015 | < 5% |
| LEBARON INVESTMENTS, LLC | Domestic Entity | LBB FOUNDER HOLDINGS LLC | MEMBER | 04/2016 | 50-75% |
| LEBARON, MATTHEW, FRANCIS | Individual | LEBARON INVESTMENTS, LLC | MEMBER | 04/2016 | 50-75% |
| ARTICLE I FAMILY TRUST | Domestic Entity | LEBARON INVESTMENTS, LLC | MEMBER | 04/2016 | 50-75% |
| LEBARON, MATTHEW, FRANCIS | Individual | ARTICLE I FAMILY TRUST | GRANTOR | 04/2016 | 50-75% |
| AHAMED, SALEEMAH, HASSANALI | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2022 | < 5% |