SBB Research Group LLC

Search
⚲

SBB Research Group LLC ✚
CRD #	161109
SEC #	801-79560
CIK #	0001940307, 0001581240, 0001896711, 0001733613, 0001581243, 0001670509, 0001670508, 0001581245, 0001893898, 0001610812
AUM	3,260.2 M (2026-05-04)
Employees	28 (39% Investors, 0% Brokers)
Phone	847-656-1111
Address	450 Skokie Blvd Northbrook, IL 60062
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($B) Copy

CIK	Period
0001940307 0001581240 0001896711 0001733613 0001581243 0001670509 0001670508 0001581245 0001893898 0001610812	2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31

Sector	Form 13F Holdings	Value ($M)
	Becton Dickinson & Co	2.3
	Apple Inc	2.2
	Costco Wholesale Corp /NEW	2.2
	Alphabet Inc	2.1
	Abbott Laboratories	1.3
	Microsoft Corp	0.9
	Starbucks Corp	0.8
	CVS Caremark Corp	0.7
	United Parcel Service Inc	0.7
	Fedex Corp	0.6
	Sturm Ruger & Co Inc	0.5
	Amazon Com Inc	0.5
	Intel Corp	0.5
	Universal Corp /VA/	0.5
	United Rentals Inc /DE	0.4
	McDonalds Corp	0.4
	Phillips 66	0.3
	Walt Disney Co	0.3
	Chevron Corp	0.3
	Visa Inc	0.2
	Westinghouse Air Brake Technologies Corp	0.2










Prev \| Page 1 \| Next

Type	Form D Funds	Date	Sold	AUM
HF	SBB Research Group Polysight V LLC	[2025-11-25]	181.2 M	191.6 M
	Filed 2026-02-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	SBB Research Group Polysight ODIN LLC	[2022-08-31]	103.4 M	135.3 M
	Filed 2026-02-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	SBB Research Group Fund CPS Xi LLC Series B	[2022-03-30]	1,160.6 M
	Filed 2026-02-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	SBB Research Group Fund CPS Xi LLC Series C	[2022-03-30]	1,160.6 M	1,232.7 M
	Filed 2026-02-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	SBB Research Group Polysight III LLC	[2021-11-30]	743.0 M	990.9 M
	Filed 2026-02-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	SBB Research Group Polysight II LLC	[2019-03-29]	54.9 M	84.5 M
	Filed 2026-02-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	SBB Research Group Fund CPS Xi LLC Series A	[2016-03-30]	1,160.6 M	140.7 M
	Filed 2026-02-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	SBB Research Group Polysight I LLC	[2015-03-30]	365.6 M	368.8 M
	Filed 2026-02-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	SBB Research Group CPS I LLC	[2014-03-31]	123.9 M
	Filed 2024-02-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	SBB Research Group Investors III LLC	[2014-03-31]	32.4 M
	Filed 2024-02-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	3	0.1
(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	7	3.2
(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	11	3.3
By Discretionary
Discretionary	10	3.2
Non-Discretionary	1	0.0
Total	11	3.3
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		3.3
Total	11	3.3

Form D Directors	Role	# Filings	# Firms
Walter Kelly	Executive Officer	12	2
Brad Greenstein	Executive Officer	12	2
Matthew Aven	Executive Officer	12	2
Sbb Research Group LLC	Executive Officer, Promoter	12	2
Samuel Barnett	Executive Officer	11	2
Sandeep Navalgund	Executive Officer	11	2
Sam Barnett	Executive Officer	10	2
Sbb Research Group LLC	Executive Officer, Promoter	6	2
Michael Chick	Executive Officer	6	1
Matt Aven	Director, Executive Officer	3	1
View All

EDGAR Form	CIK	2011 - 2026
D	[0001581240]
D	[0001581243]
D	[0001581245]
D	[0001610812]
D	[0001670508]
D	[0001670509]
D	[0001733613]
D	[0001893898]
13F-HR	[0001896711]
D	[0001940307]

Firm Profile (Form ADV)
Discretionary AUM	$0.1B
Serves	Institutional, Retail
Fund Types	Hedge Fund

Comparable Firms	State	AUM
Greenwich Wealth Management LLC ✚	CT	3,518.6 M
1607 Capital Partners LLC ✚	VA	3,485.0 M
Cohen Klingenstein LLC ✚	NY	3,391.5 M
Cyndeo Wealth Partners LLC ✚	FL	3,151.5 M
Staley Capital Advisers Inc ✚	PA	3,108.5 M
Eagle Global Advisors LLC ✚	TX	3,099.8 M
Oakmont Capital Management LLC ✚	PA	3,086.6 M
Paradigm Global Investors LLC ✚	TX	3,031.2 M
Elm Partners Management LLC ✚	PA	3,018.2 M
Acorn Advisory Capital LP ✚	NY	2,962.2 M

SBB Research Group LLC

Assets, Funds, Holdings