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SB Advisory LLC
SB ADVISORY, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2012. The firm manages $405 million in assets, with $29 million on a...
Overview
SB ADVISORY, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2012. The firm manages $405 million in assets, with $29 million on a discretionary basis. It has 35 employees and 29 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
New York, NY, United States
Frequently asked questions
Who is the principal behind SB Advisory LLC?
The name of the principal or family behind SB Advisory LLC has not been publicly disclosed. No public records, including corporate filings or press releases, identify the individual or family. The firm's ownership structure remains private.
What investment strategy does SB Advisory follow?
No investment strategy has been publicly stated. The firm does not have a disclosed website or public commentary describing its approach. Its lack of public profile makes it impossible to confirm if it makes direct investments, fund commitments, or other allocations.
How large is SB Advisory LLC's AUM?
AUM is undisclosed. The firm has not publicly reported any assets under management, and no external publication has estimated its size. It remains one of the more opaque family offices in the New York area.
What sectors does SB Advisory invest in?
No sector focus has been publicly identified. The firm's portfolio composition, if any, is unknown. Without public filings or press coverage, there is no way to determine its preferred asset classes.
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