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LBC CREDIT PARTNERS

RADNOR, PA · CRD 157628 · IAPD ↗ · cifc.com · 215-972-8900

$3.24BRegulatory AUM
89Advisory reps
200Employees
0Clients
n/aPlanning clients
6Private funds
8States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — LBC CREDIT PARTNERS shrank from 102 to 89 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — LBC CREDIT PARTNERS now reports custody of client assets ($4.21B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
38
April 2025 — LBC CREDIT PARTNERS notice-filed in FL, GA, OH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2025 — LBC CREDIT PARTNERS added office(s): 8 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — LBC CREDIT PARTNERS grew from 47 to 102 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — LBC CREDIT PARTNERS shrank from 97 to 47 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — LBC CREDIT PARTNERS added office(s): 3 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.