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SBB RESEARCH GROUP LLC
CRD 161109File 801-79560
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.26B
Top 25% of cohort (national)
Discretionary AUM
$3.23B
Non-discretionary $29.6M
Clients
10
11 accounts
Employees
28
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 23, 2014
- Principal office
- 450 SKOKIE BLVD., BUILDING 600, NORTHBROOK, IL, 60062
- Phone
- 847-656-1111
- Website
- https://x.com/SBBRESEARCH
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.26B
- Discretionary AUM
- $3.23B
- Non-discretionary AUM
- $29.6M
- Discretionary accounts
- 10
- Non-discretionary accounts
- 1
- Total accounts
- 11
- AUM per client
- $326.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $58.6M |
| Pooled investment vehicles | 7 | $3.20B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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- Q11G
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.