FBD ASSET MGMT
FBD ASSET MGMT, LLC Legal Name
Adviser information for FBD ASSET MGMT last updated from Form ADV on March 26th, 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 | Minnesota, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 76 | $41.2M |
| Non-Discretionary | 0 | $0 |
| Total | 76 | $41.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 56 | $13.0M |
| HNW Individuals | 11 | $25.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $2.3M |
| 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 | 6 | $90,672 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-118216 |
|---|---|
| SEC ERA File Number | 801-118216 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 307216 |
| Legal Entity Identifier | None |
Principal Office
7760 FRANCE AVENUE SOUTH SUITE 925BLOOMINGTON
MN
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 866-404-0089, Fax: None
Websites
Chief Compliance Officer
KYLE BUBECK
P.O. BOX 11550
OVERLAND PARK
KS
United States
Tel:
913-239-0100
Fax:
913-828-0932
K*******@*******************M
(Full email address available in API data)
Regulatory Contact
KELLY CHRISTOPHER
COMPLIANCE
P.O. BOX 11550
OVERLAND PARK
KS
United States
Tel:
913-239-0100
Fax:
913-828-0932
K************@*******************M
(Full email address available in API data)
Industry Affiliates
| SIIMPL | Other investment adviser, including financial planners |
| SYSTELLIGENCE, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MILLER, KEVIN, ROBERT | Individual | – | SOLE MEMBER | 01/2020 | > 75% |
| BUBECK, KYLE, ROGER | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2020 | < 5% |