Provided by Convergence Inc.
Institutional intelligence for the asset management industry

SBB RESEARCH GROUP LLC

Business and Investment Profile

The SBB RESEARCH GROUP LLC is a privately held investment adviser that advises $3.26Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. SBB RESEARCH GROUP LLC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 602.19% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 12.28 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 450 SKOKIE BLVD. BUILDING 600, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 28 employees comprised of 11 investment and 17 non-investment staff. The total number of Employees increased by 3.7% over the last 5-years.

Asset Profile

Their $3.26Bn in assets advised are owned by 7 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $3.2Bn or 98.2% of Total Assets and High Net Worth Individuals own $58.6mn or 1.8% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity and Quantitative Trading, representing 89.61% and 10.39% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 6 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 7 private funds with $3.14Bn in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

SBB RESEARCH GROUP LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: SBB RESEARCH GROUP LLC

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: SBB Research Group, SBB
Generated 2026-09-12T06:48:33.3659075.  © 2026 Convergence.