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| SB Advisory LLC
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|---|---|
| CRD # | 154680 |
| SEC # | 801-77380 |
| CIK # | 0001730909 |
| AUM | 1,101.4 M (2026-06-29) |
| Employees | 35 (86% Investors, 66% Brokers) |
| Phone | 404-704-0406 |
| Address | 3424 Peachtree Road NE Atlanta, GA 30326-1184 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | San BLAS Fund LP | [2015-03-11] | 0.2 M | |
| Filed 2014-10-27 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,521 | 368.6 |
| (b) Individuals (high net worth individuals) | 113 | 269.9 |
| (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 | 35 | 10.4 |
| (h) Charitable organizations | 35 | 437.3 |
| (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 | 28 | 13.7 |
| (n) Other | 12 | 1.6 |
| Total | 942 | 1,101.4 |
| By Discretionary | ||
| Discretionary | 106 | 11.3 |
| Non-Discretionary | 836 | 1,090.1 |
| Total | 942 | 1,101.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,101.4 | |
| Total | 942 | 1,101.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Alexys McKenzie | Executive Officer | 2 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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