A complete list of active advisors currently associated with BBN Management, LLC

Warmer can help you find a great advisor at BBN Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at BBN Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.