SourcingSourcing

LB PARTNERS LLC

B60
CRD 309088·SEC 801-130606·CHARLOTTESVILLE, VA
AUM
$191.3M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$574K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LB PARTNERS LLC
CRD
309088
SEC file #
801-130606
EIN
844244588
DBA names
—

Economics

AUM
$191.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$214.9M → $191.3M▼ -11%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
CHARLOTTESVILLE VA
Branches
—

Custodian & Brokerage

Primary custodian
Interactive Brokerslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COCKE, CHARLES, POLLARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
COCKE, CHARLES, POLLARD
FLORIN, RICHARD, MARK
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002007877
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2024-01-26
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001398344-26-007181

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Interactive Brokers6
Jpmorgan6
E*trade4
Edgar Addresses
Mailing
411-413A EAST MAIN STREETCHARLOTTESVILLE, VA 22902
Business
411-413A EAST MAIN STREETCHARLOTTESVILLE, VA 22902
Edgar EIN
844244588
Edgar Recent Filings
13F-HR2026-04-24 · 0001398344-26-007181
13F-HR2026-02-17 · 0001104659-26-016127
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4522520
Trust Company Affiliate
No

People (2)

2
COCKE, CHARLES, POLLARD
Direct Owner · 87.5%
4522520
FLORIN, RICHARD, MARK
Executive Officer · 2.5%
4916087