SBB Research Group LLC

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SBB Research Group LLC ✚
CRD #	161109
SEC #	801-79560
CIK #	0001581240, 0001893898, 0001670508, 0001733613, 0001581246, 0001581245, 0001670509, 0001940307, 0001896711, 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

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
View All

Holdings by Sector ($M)

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
Dan Kiefer	Director	1	1
Elan Peretz	Director	1	1
Sbb Research Group	Promoter	1	1
Benjamin Barnett	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
D	[0001581240]
D	[0001581245]
D	[0001581246]
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