← Directory
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
- Website
- HTTP://WWW.LBREALTY.COM
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 type | Clients | AUM |
|---|---|---|
| Other investment advisers | 1 | Not reported |
| High net worth individuals | 1 | Not reported |
| Pooled investment vehicles | 1 | $219K |
| Pension and profit sharing plans | 3 | Not reported |
| State or municipal government entities | 6 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

