SB CAPITAL MANAGEMENT, INC.
Total AUM
$1.2B
Employees
6Clients
310Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6345 BALBOA BLVD., BUILDING 4
SUITE 375
ENCINO
CA 91316
United States
SUITE 375
ENCINO
CA 91316
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Monday - Friday
Phone
818-774-1000 X 105
Financials
Total AUM
$1.2B
Accounts
1,433Discretionary
$1.2B
Accounts
1,420Non-Discretionary
$23M
Accounts
13
Clients
Individual Clients
180AUM
$218M
HNW Individual Clients
41AUM
$822.8M
Pension/Profit Sharing Plan Clients
64AUM
$121.5M
Charitable Organization Clients
17AUM
$26.2M
Corporation or Business Clients
8AUM
$36.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.