L & B REALTY ADVISORS, LLP
Latest filing: Mar 27, 2024 (217 days ago)
AUM
$177,379
-94% change vs. 1 year ago
-100% change vs. 3 years ago
-100% change vs. 5 years ago
-100% change vs. 10 years ago
Employee Count
82
15% change vs. 1 year ago
-5% change vs. 3 years ago
-8% change vs. 5 years ago
-22% change vs. 10 years ago
Main Office
DALLAS, TX
5910 NORTH CENTRAL EXPRESSWAY, DALLAS, TX, UNITED STATES, 75206
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 1 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 1 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| L&B CORE INCOME PARTNERS GP, L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MARK FARALDO | DALLAS | TX | |||||||
| CHRISTINE MULLIS | DALLAS | TX | |||||||
| STACIE CROWN | DALLAS | TX | |||||||
| DANIEL PLUMLEE | DALLAS | TX | |||||||
| GEORGE SMITH | DALLAS | TX | |||||||
| ERIC SMITH | DALLAS | TX | |||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $0.0 | $0.0 | 0% | 82 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 82 | 0 | 0% |
| 2023-04-04 | $0.0 | $0.0 | -94% | 71 | 11 | 15% |
| 2022-04-01 | $0.1 | -$0.1 | -100% | 67 | 15 | 22% |
| 2021-04-05 | $0.3 | -$0.3 | -100% | 86 | -4 | -5% |
| 2020-04-01 | $0.3 | -$0.3 | -100% | 85 | -3 | -4% |
| 2019-04-01 | $0.8 | -$0.8 | -100% | 89 | -7 | -8% |
| 2018-04-02 | $0.8 | -$0.8 | -100% | 85 | -3 | -4% |
| 2017-04-01 | $0.7 | -$0.7 | -100% | 87 | -5 | -6% |
| 2016-04-01 | $0.7 | -$0.7 | -100% | 106 | -24 | -23% |
| 2015-04-01 | $0.7 | -$0.7 | -100% | 108 | -26 | -24% |
| 2014-04-01 | $0.7 | -$0.7 | -100% | 105 | -23 | -22% |
| 2013-04-01 | $0.6 | -$0.6 | -100% | 101 | -19 | -19% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, TX-09/24/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV