Lbb Holding Company Llc
- Regulatory AUM
- $200M
- Discretionary
- $200M
- Clients
- 2
- Avg AUM / client
- $99.8M
- Accounts
- 2
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $200M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $303M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lbb Industries I Llc | Private Equity Fund | Delaware | $269M | 43 |
| Lbb Industries Ii Llc | Private Equity Fund | Delaware | $34.8M | 22 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brown, Simon, Esmonde | Co Founder | Jun 2015 (11y) | ≈ 18.75% – 50% via Lbb Founder Holdings Llc | |
| Lebaron, Matthew, Francis | Co Founder | Jun 2015 (11y) | ≈ 18.75% – 56.25% via Lebaron Investments, Llc | |
| Smith, Todd, Greenwood | Chief Financial Officer | Oct 2015 (11y) | Less than 5% | |
| Saleemah, Ahamed, Hassanali | Chief Compliance Officer | Jun 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lbb Founder Holdings Llc | Member | Jun 2015 | A | 75% or more |
| Lebaron Investments, Llc | Member | Apr 2016 | B | ≈ 37.5% – 75% via Lbb Founder Holdings Llc |
| Article I Family Trust | Member | Apr 2016 | B | ≈ 18.75% – 56.25% via Lebaron Investments, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brown, Simon, Esmonde: 25% – 50% of Lbb Founder Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Lebaron, Matthew, Francis: 50% – 75% of Lebaron Investments, Llc × 50% – 75% of Lbb Founder Holdings Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Lebaron Investments, Llc: 50% – 75% of Lbb Founder Holdings Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Article I Family Trust: 50% – 75% of Lebaron Investments, Llc × 50% – 75% of Lbb Founder Holdings Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $303M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lbb Industries I Llc | Private Equity Fund | $269M | $100K | 43 |
| Lbb Industries Ii Llc | Private Equity Fund | $34.8M | $100K | 22 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗