RIA Intel›Advisers›Illinois›SBB RESEARCH GROUP LLC

SBB RESEARCH GROUP LLC

Fund Manager

N·NORTHBROOK, IL

Data as of Jan 5, 2026 · Source: SEC Form ADV

Total AUM

$2.8B

1-Year AUM Growth

+17.3%

3-Year CAGR

+66.7%

Employees

11

Assets Under Management

Total AUM$2.8B

Discretionary AUM$2.8B

Non-Discretionary AUM$32M

Discretionary %98.9%

Total Clients12

Team

Total Employees11

Investment Advisers27

Employee Growth (1Y)+10.0%

Private Funds

Number of Private Funds12

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record22

First FilingMar 31, 2014

Latest FilingJan 5, 2026

🔒 Full AUM trend chart and 22 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SBB RESEARCH GROUP LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.