THE B GROUP, INC.
Adviser information for THE B GROUP, INC. 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Kansas, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-119698 |
|---|---|
| SEC ERA File Number | 802-119698 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310357 |
| Legal Entity Identifier | 0481235631 |
Principal Office
2900 MCKINNON STREETSUITE 1101
DALLAS
TX
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 469-436-3669 EXT 501, Fax: None
Chief Compliance Officer
DAVID S. Y. CHANG
CHIEF COMPLIANCE OFFICER
2900 MCKINNON ST, SUITE 1101
DALLAS
TX
United States
Tel:
469-436-3669 EXT 502
D*****@****************M
(Full email address available in API data)
Industry Affiliates
| THE B GROUP, INC. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| B GROUP CAPITAL LLC | Hedge Fund | $43.8M | $2.0M | 12 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MUHL, BRANDEN, BOWEN | Individual | – | CHIEF EXECUTIVE OFFICER / SOLE MEMBER | 08/2000 | > 75% |
| BERKELEY, WILLIAM, PEYTON | Individual | – | CHIEF INVESTMENT OFFICER | 09/2016 | < 5% |