Data / Investment advisers / Illinois / SBB Research Group LLC
SBB Research Group LLC, Northbrook, IL: $3.3 billion AUM, SEC registered investment adviser
SBB Research Group LLC is an SEC registered investment adviser with its main office in Northbrook, Illinois and reports $3.3 billion in regulatory assets under management in its Form ADV filed August 5, 2026. Its clients include pooled investment vehicles and high net worth individuals. It is paid through a percentage of assets under management and performance based fees. It advises 7 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 161109
- SEC file number
- 801-79560
- SEC status
- Approved, effective April 23, 2014
- Main office
- 450 Skokie Blvd. Building 600, Northbrook, IL 60062
- Phone
- (847) 656-1111
- Regulatory AUM
- $3,260,240,863 in the Form ADV filed August 5, 2026
- Discretionary AUM
- $3,230,664,837
- Non discretionary AUM
- $29,576,026
- Accounts
- 11
- Employees
- 28, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 7: 7 hedge funds
- Gross assets of private funds
- $3,144,510,454
- Form ADV Item 11 disclosures
- Reported: other Item 11 matters
- Latest Form ADV filing
- August 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $3.20 billion |
| High net worth individuals | 3 | $58.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.26 billion | March 31, 2026 |
| December 1, 2025 | $2.79 billion | November 25, 2025 |
Other advisers in Northbrook
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Arthur M. Cohen & Associates LLC | Northbrook | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Trifecta Capital Advisors, LLC | Northbrook | $927.4 million | Not listed | adviserinfo.sec.gov |
| Trigran Investments, Inc. | Northbrook | $533.2 million | 2 | adviserinfo.sec.gov |
| Iron Financial LLC | Northbrook | $489.2 million | 3 | adviserinfo.sec.gov |
| Oak Wealth Advisors LLC | Northbrook | $373.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Northbrook, IL
- Investment advisers in Illinois
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- SBB Research Group LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.