L & B REALTY ADVISORS, LLP
Adviser information for L & B REALTY ADVISORS, LLP last updated from Form ADV on March 27th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 82 |
|---|---|
| Investment Advisory/Research | 53 |
| 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 | 1 | $177,379 |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $177,379 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 1 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $177,379 |
| Pension and profit sharing plans | 3 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 7 | $0 |
| Other investment advisers | 1 | $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 | 12 |
| No. of Non-U.S. Clients | 15 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-64726 |
|---|---|
| SEC ERA File Number | 801-64726 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 136654 |
| Legal Entity Identifier | None |
Principal Office
5910 NORTH CENTRAL EXPRESSWAYSUITE 1200
DALLAS
TX
United States
Monday - Friday, 9:00 AM - 6:00 PM
Tel: 214-989-0800, Fax: 214-989-0600
Chief Compliance Officer
JENNIFER A. HANSON
EXECUTIVE VICE PRESIDENT
5910 NORTH CENTRAL EXPRESSWAY
SUITE 1200
DALLAS
TX
United States
Tel:
214-989-0877
Fax:
214-989-0600
J******@***********M
(Full email address available in API data)
Regulatory Contact
MARIA HERNANDEZ
CORPORATE RECORDS MANAGER
5910 NORTH CENTRAL EXPRESSWAY
SUITE 1200
DALLAS
TX
United States
Tel:
214-989-0655
Fax:
214-989-0704
M*********@***********M
(Full email address available in API data)
Industry Affiliates
| L&B CORE INCOME PARTNERS GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PLUMLEE, DANIEL, LIVINGSTON | Individual | – | PARTNER & CHIEF INVESTMENT OFFICER | 07/2005 | 50-75% |
| SMITH, GEORGE, ANDREWS | Individual | – | MANAGING PARTNER | 07/2005 | 50-75% |
| Hanson, Jennifer, Ann | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2021 | < 5% |