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LB PARTNERS LLC

CHARLOTTESVILLE, VA · CRD 309088 · IAPD ↗ · 434-886-1101

$191.3MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2024 — LB PARTNERS LLC (CHARLOTTESVILLE, VA) is newly SEC-registered with $190.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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