SEC-Registered Investment Adviser
Sbb Research Group LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated August 5, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- April 23, 2014
- Principal office
- 450 Skokie Blvd., Building 600, Northbrook, IL 60062
- Organized as
- Limited Liability Company, IL
- Fiscal year end
- December
Scale
- Regulatory AUM
- $3.3B
- Discretionary / non-discretionary
- $3.2B / $29.6M
- Accounts
- 11
- Clients
- 0
- Employees
- 28, 11 in advisory roles
- Private funds advised
- 7
- Private fund gross assets
- $3.1B
- Fund types
- 7 hedge funds
- Funds with Form D records
- 9 issuers in AltStreet's ledger, $2.6B reported sold across them
- Client assets in custody
- $3.2B (8 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- high net worth individuals (3); pooled investment vehicles (7); other
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- unsatisfied judgment or lien (Item 11G)
Is this your firm? Verified Profiles give managers a structured channel for corrections, additional disclosures, and right of reply, without changing AltStreet's independent research. Learn about verification →
Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.