EB Financial Group LLC

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Assets, Funds, Holdings

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EB Financial Group LLC
CRD #163932
SEC #802-76557
CIK #
AUM
Employees
Phone415-277-2290
Address770 Tamalpais Drive
Corte Madera, CA 94925
Source [IAPD] [Website]
Total AUM ($)
1.00.80.60.40.20.02009201420192025
Type Form D Funds Date Sold ($M) AUM ($M)
PE Magnetic 21 LLC [2022-03-21] 2.4 5.7
PE Magnetic MQ Fund LP [2019-03-28] 2.8 30.1
PE Magnetic WSH Fund LP [2019-03-28] 2.4 5.9
VC EBX MX LP [2015-03-18] 2.1 3.6
PE EBX SO II LP [2012-10-24] 2.3 4.4
PE EBX FB II LLC [2012-04-12] 1.5 12.6
PE EBX FB I LLC [2012-04-12] 5.2 17.5
PE EBX III LP [2012-04-12] 1.3
PE EBX IV LP [2012-04-12] 0.1
PE EBX SO LLC [2012-04-12] 1.3 15.7
View All
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Brian Smith 199
Yariv Robinson 16
Peter Evans 9
Charlie Plauche 28
Laurence Albukerk 15
Robert Fabbio 9
EB Financial Group LLC 7
Lori Lowe 5
Magnetic Ventures LLC 5
Rolland Carlson 4
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