BBN Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$7,400,000
Clients
26
Advisors
1
of 1 employees
About
BBN Management, LLC is a single-advisor investment management firm that provides discretionary portfolio management through separately managed accounts and by acting as general partner of a proprietary pooled investment vehicle (WBL Partners, LP). The firm serves individual and trust clients and unregistered investment companies and does not provide financial planning services.
The adviser pursues a capital appreciation strategy grounded in fundamental research and concentrated portfolios, and it indicates position sizes can exceed 10% of an account’s value; the pooled fund targets opportunistic investments in micro- and small-cap equities and special situations, including relatively illiquid holdings. The firm states it may raise cash, use option strategies or engage in short selling in response to market conditions, and the pooled vehicle is subject to a performance-based fee structure with a high-water mark.
Compared with many solo independent advisers, BBN’s combination of separate account management and operation of a private pooled fund is uncommon, as is the use of performance-based compensation and actively managed pooled vehicles. The brochure also discloses a recent regulatory matter concerning a lapsed continuing-education filing that was resolved administratively without a monetary fine.
Client services
Expertise
Fee options
20% performance fee on profits for Fund limited partners, with a 1% annual management fee on assets in the Fund.
Account minimum: $500,000 (subject to reduction at GP’s discretion)
Main office
340 Pine Street, Suite 503
San Francisco CA 94104
Advisors at this office
1
Most active in
California
Also doing business as
Bbn Management, LLC · Bbn Partners, Lp · Nouredini, Bomdad Bobby
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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