Investment adviser · CRD 341470
LMB FAMILY OFFICE, LLC
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
· Form ADV filed Jun 29, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
FULCRUM POINT CREDIT OPPORTUNITIES FUND 1, LLCOther Private Fund · Last reported Jun 29, 2026$18MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
HILLTOP SECURITIES INC.
SEC 8-45123
HILLTOP SECURITIES INC.
CRD 6220 · SEC 8-45123
Fund details & source
- Fund ID
- 805-2520682401
- Reported beneficial owners
- 3
- Minimum commitment
- $0
Form ADV 2081505 · Jun 29, 2026 · 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: Jun 29, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
CRD 341470
Filing source
Form ADV 2081505 · Jun 29, 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.