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| L & B Realty Advisors LLP
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|---|---|
| CRD # | 136654 |
| SEC # | 801-64726 |
| CIK # | |
| AUM | 0.2 M (2026-03-20) |
| Employees | 70 (79% Investors, 0% Brokers) |
| Phone | 214-989-0800 |
| Address | 5910 North Central Expressway Dallas, TX 75206 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | L&B Core Income Partners LP | [2012-03-30] | 489.7 M | 256.3 M |
| Filed 2022-12-15 (D/A) · Exemption 506(b), 3(c), 3(c)(5), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | L&B Diversified Strategy Partners LP | [2012-03-30] | 175.5 M | |
| RE | L&B Medical Properties Partners LP | 2012-03-30 | 20.0 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 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 | 1 | 0.2 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 6 | 0.0 |
| (j) Other investment advisers | 1 | 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 | 1 | 0.2 |
| By Discretionary | ||
| Discretionary | 1 | 0.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 1 | 0.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| G Smith | Executive Officer | 16 | 3 | |
| Daniel Plumlee | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Clients | 11 (18 non-US) |
| Serves | Institutional |
| Fund Types | Real Estate |
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