Sbb Research Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Northbrook, IL. Its latest Form ADV filing, dated March 31, 2026, reports $3.3B in regulatory assets under management, 28 employees, and 11 accounts.
Assets Under Management
$3.3B
Employees
28
Offices
--
Total Clients
10
Primary office
NORTHBROOK, IL
450 SKOKIE BLVD., BUILDING 600, NORTHBROOK, IL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 70.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
70.0%
7
2
HNWI
30.0%
3
Categories with <5 clients
PROPRIETARY ACCOUNTS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.3Bas of March 31, 2026
Discretionary99.1%
$3.2B
99% of total RAUM99.1%
Non-discretionary0.9%
$30M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.3B
Total Accounts11
10Y AUM Change+$3.0B (+1078.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee0:1
10Y Employee Change+8 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.