Private fund adviser · Dallas, TX
L & B Realty Advisors, LLP
SEC-registered investment adviser · CRD 136654 · SEC 801-64726
At a glance
L & B Realty Advisors, LLP is an SEC-registered investment adviser based in Dallas, Texas, with $218,557 in regulatory assets under management as of its Form ADV filed March 20, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 1 individual clients. By Form ADV it is a private fund adviser, ranked 4,680th of 4,686 private fund advisers and 16,488th of 17,210 SEC-registered advisers by assets.
Main office 214-989-0800lbrealty.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $0M
- Rank among private fund advisers
- #4,680 of 4,686
- Rank among all SEC RIAs
- #16,488 of 17,210
- Rank in Texas
- #1,049 of 1,081
- Individual clients
- 1
- High-net-worth clients
- 1
- Accounts
- 1
- Discretionary
- 100% of AUM
- Employees
- 70
- Advisory staff
- 55
- Offices
- 1
Owners and executives on its Form ADV
- Daniel L. PlumleeManaging General Partner
- George A. SmithManaging General Partner
- Jennifer A. HansonChief Compliance Officer
Custody and brokerage
Custodian
L & B Realty Advisors, LLP’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 1 | $0M | 100% |
| High-net-worth individuals | 1 | $0M | 0% |
| Pension and profit sharing plans | 3 | $0M | 0% |
| State or municipal government entities | 6 | $0M | 0% |
| Other investment advisers | 1 | $0M | 0% |
Disciplinary disclosures
L & B Realty Advisors, LLP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗lbrealty.com ↗
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The full record on L & B Realty Advisors, LLP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 729 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does L & B Realty Advisors, LLP manage?
L & B Realty Advisors, LLP reports $218,557 in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 20, 2026.
What kind of firm is L & B Realty Advisors, LLP?
L & B Realty Advisors, LLP is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are L & B Realty Advisors, LLP’s clients?
By assets, its largest client types are pooled investment vehicles ($218,557, 1 clients); high-net-worth individuals ($0, 1 clients); pension and profit sharing plans ($0, 3 clients).
Does L & B Realty Advisors, LLP have any disciplinary history?
L & B Realty Advisors, LLP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is L & B Realty Advisors, LLP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →