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L & B REALTY ADVISORS, LLP

CRD 136654File 801-64726
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$219K
Bottom 25% of cohort (national)
Discretionary AUM
$219K
Clients
12
1 accounts
Employees
70
Bottom 25% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Partnership
Firm type
Registered
SEC region
FWRO
Registration date
Aug 31, 2005
Principal office
5910 NORTH CENTRAL EXPRESSWAY, SUITE 1200, DALLAS, TX, 75206
Phone
214-989-0800

Assets & accounts

ADV Item 5F
Total regulatory AUM
$219K
Discretionary AUM
$219K
Non-discretionary AUM
$0
Discretionary accounts
1
Non-discretionary accounts
0
Total accounts
1
AUM per client
$18K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other investment advisers1Not reported
High net worth individuals1Not reported
Pooled investment vehicles1$219K
Pension and profit sharing plans3Not reported
State or municipal government entities6Not reported

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.