SourcingSourcing

LBB HOLDING COMPANY LLC

B63
CRD 282285·SEC 801-117046·NORWALK, CT
AUM
$199.5M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$599K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LBB HOLDING COMPANY LLC
CRD
282285
SEC file #
801-117046
EIN
—
DBA names
—

Economics

AUM
$199.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$214.5M → $199.5M▼ -7%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
NORWALK CT
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
lbb-industries.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LBB FOUNDER HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
LBB FOUNDER HOLDINGS LLC
BROWN, SIMON, ESMONDE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LBB-INDUSTRIES.COM
Rdap Domain Creation Date
2021-03-22T22:07:39Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-03-22T22:07:39Z
Rdap Domain Last Changed
2026-02-21T13:35:07Z
Rdap Nameservers
Ns1.accessabacus.comNs2.accessabacus.comNs3.accessabacus.comNs4.accessabacus.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
BROWN, SIMON, ESMONDE
Executive Officer · 2.5%
6587882
LEBARON, MATTHEW, FRANCIS
Executive Officer · 2.5%
6587880
SMITH, TODD, GREENWOOD
Executive Officer · 2.5%
6589002
AHAMED, SALEEMAH, HASSANALI
Executive Officer · 2.5%
5819935