PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

L & B Realty Advisors, LLP

● SEC registered since 2005CRD 136654SEC# 801-64726Dallas, TX
Export (members)
Reg. AUM
$219K
Employees
70
Accounts
1
Location
Dallas, TX

L & B Realty Advisors, LLP assets under management

L & B Realty Advisors, LLP operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2005. It reports $218,557 in regulatory assets under management and employs 70 people.

L & B Realty Advisors, LLP owners & executives

3 reported
NameTitleOwnershipSince
Daniel Livingston Plumlee ControlManaging General Partner50-75%2024
George Andrews Smith ControlManaging General Partner50-75%2024
Jennifer Ann Hanson ControlChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does L & B Realty Advisors, LLP manage?

L & B Realty Advisors, LLP reports $218,557 in regulatory assets under management on its Form ADV.

How many employees does L & B Realty Advisors, LLP have?

L & B Realty Advisors, LLP reports 70 employees.

Where is L & B Realty Advisors, LLP located?

L & B Realty Advisors, LLP is based in Dallas, TX and has been SEC-registered since 2005.

Does L & B Realty Advisors, LLP disclose fund performance?

L & B Realty Advisors, LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5910 North Central Expressway, Suite 1200, Dallas, TX 75206
Phone214-989-0800
Fax214-989-0600
Office hours9:00 a.m. - 6:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$219K▼ 18%
Mar '25 — $265KApr '25 — $265KMay '25 — $265KJun '25 — $265KJul '25 — $265KAug '25 — $265KSep '25 — $265KOct '25 — $265KNov '25 — $265KDec '25 — $265KJan '26 — $265KFeb '26 — $265KMar '26 — $219KApr '26 — $219KMay '26 — $219KJun '26 — $219K
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers

Assets under management

$219Kregulatory AUM
Discretionary $219K