L & B REALTY ADVISORS, LLP – investment adviser, $219K regulatory AUM (Form ADV)

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	1	$218,557	100.0%
High-net-worth individuals	1	Not reported	Not reported
Retirement plans	3	Not reported	Not reported
Government entities	6	Not reported	Not reported
Other investment advisers	1	Not reported	Not reported

Filing source

Form ADV 2055060 · Mar 20, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

L&B CORE INCOME PARTNERS, L.P.Real Estate Fund · Last reported Mar 30, 2012$256MGross asset value

Form D fundraising filings

L&B Core Income Partners, L.P.

Auditor HEIN & ASSOCIATES LLP DALLAS, Texas, United States

Custodian FROST BANK N.A. DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-6681073675
Reported beneficial owners: 7
Minimum commitment: $5M
Form D file number: 021-158933

Form ADV 620993 · Mar 30, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

L&B DIVERSIFIED STRATEGY PARTNERS, LPReal Estate Fund · Last reported Mar 30, 2012$176MGross asset value

Auditor HEIN & ASSOCIATES LLP DALLAS, Texas, United States

Custodian FROST BANK N.A. DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-2173278446
Reported beneficial owners: 3
Minimum commitment: $10M
Form D file number: 021-110751

Form ADV 620993 · Mar 30, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

L&B MEDICAL PROPERTIES PARTNERS, L.P.Real Estate Fund · Last reported Mar 30, 2012$20MGross asset value

Auditor HEIN & ASSOCIATES LLP DALLAS, Texas, United States

Custodian BENCHMARK BANK DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-9115131515
Reported beneficial owners: 17
Minimum commitment: $10M
Form D file number: 021-96671

Form ADV 620993 · Mar 30, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 20, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Performance-based

Principal office

5910 NORTH CENTRAL EXPRESSWAY, SUITE 1200
DALLAS, TX, 75206, United States

CRD 136654

Filing source

Form ADV 2055060 · Mar 20, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.