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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| L & B Realty Advisors LLP
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|---|---|
| CRD # | 136654 |
| SEC # | 801-64726 |
| CIK # | |
| AUM | $0.3 M (2025-03-27) |
| Employees | 85 (66% Investors, 0% Brokers) |
| Phone | 214-989-0800 |
| Address | 5910 North Central Expressway Dallas, TX 75206 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | L&B Core Income Partners LP | [2012-03-30] | 489.7 | 256.3 |
| RE | L&B Diversified Strategy Partners LP | [2012-03-30] | 175.5 | |
| RE | L&B Medical Properties Partners LP | 2012-03-30 | 20.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.3 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 7 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 0.3 |
| By Discretionary | ||
| Discretionary | 1 | 0.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 1 | 0.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| G Smith | 16 | ||
| L&B Realty Advisors LLP | 1 | ||
| Daniel Plumlee | 1 | ||
| L&B Core Income Partners GP LP | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blackstone Real Estate Advisors IV LLC
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|
NY | 0.0 |
|
Roseview Investment Advisors LLC
✚
|
MA | 0.0 |
|
Terra Income Advisors LLC
✚
|
NY | 0.0 |
|
Angel Oak Capital Partners II LLC
✚
|
GA | 0.0 |
|
Griffin Capital QOZ Advisor LLC
✚
|
CA | 0.0 |
|
Berkshire Realty Ventures LLC
✚
|
MA | 0.0 |
|
Amerus Capital Management Group Inc
✚
|
IA | 0.0 |
|
Invesco Global Real Estate Asia Pacific Inc
✚
|
GA | 0.0 |
|
LH Capital Management LLC
✚
|
CA | 0.0 |
|
Tryperion Partners LLC
✚
|
CA | 0.0 |