This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$191MItem 5.F on the latest filing (2026-07-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$191M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

2

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

4

Private funds

4Schedule D 7.B(1)

Custody, client assets

$191M

SEC number

801-130606

CIK

2007877

CRD

309088

Filings on the tape

7

First filed

Jun 4, 2024

Latest filed

Jul 29, 2026

Organised

Limited Liability Company, VA

• Occurred

  Jun 4, 2024
  First Form ADV filing

  Lb Partners Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7945b60c-332e-3a41-930f-e2f3e700decc

First observed

Jun 4, 2024

Last observed

Jul 29, 2026 52 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.