Overview
Assets Under Management: $3.3 billion
Headquarters: NORTHBROOK, IL
High-Net-Worth Clients: 3
Average Client Assets: $19.5 million
Frequently Asked Questions
SBB RESEARCH GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #161109), SBB RESEARCH GROUP LLC is subject to fiduciary duty under federal law.
SBB RESEARCH GROUP LLC is headquartered in NORTHBROOK, IL.
SBB RESEARCH GROUP LLC serves 3 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, SBB RESEARCH GROUP LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
SBB RESEARCH GROUP LLC manages $3.3 billion in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, SBB RESEARCH GROUP LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.80%
Average Client Assets: $19.5 million
Total Client Accounts: 11
Discretionary Accounts: 10
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 161109
Filing ID: 2065172
Last Filing Date: 2026-03-31 20:37:58