Investment adviser · CRD 161109
SBB RESEARCH GROUP LLC
Investment adviser filing (IA)
NORTHBROOK, IL, United States · Form ADV filed Aug 5, 2026
- Regulatory AUM
- $3.26B Form ADV · Item 5.F
- Client accounts
- 11 Accounts, not individual clients
- Employees
- 28 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 7 | $3,197,997,813 | 98.1% |
| High-net-worth individuals | 3 | $58,598,883 | 1.8% |
| Other clients | Fewer than 5 | $3,644,167 | 0.1% |
Filing source
Form ADV 2116263 · Aug 5, 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
12 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SBB RESEARCH GROUP FUND CPS XI LLC SERIES CHedge Fund · Last reported Aug 5, 2026$1.23BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY VIRCHOW KRAUSE, LLP
PCAOB 23
GOLDMAN SACHS & CO. LLC
SEC 8-129
J.P. MORGAN SECURITIES LLC
SEC 8-35008
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
RBC CAPITAL MARKETS, LLC
SEC 8-45411
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447
UBS FINANCIAL SERVICES INC.
SEC 8-16267
Fund details & source
- Fund ID
- 805-2823800645
- Reported beneficial owners
- 2
- Minimum commitment
- $1M
- Form D file number
- 021-260049
Form ADV 2116263 · Aug 5, 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.
SBB RESEARCH GROUP POLYSIGHT III LLCHedge Fund · Last reported Aug 5, 2026$991MGross asset value
Form D fundraising filings
SBB Research Group Polysight III, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY VIRCHOW KRAUSE, LLP
PCAOB 23
GOLDMAN SACHS & CO. LLC
SEC 8-129
J.P. MORGAN SECURITIES LLC
SEC 8-35008
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
RBC CAPITAL MARKETS, LLC
SEC 8-45411
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447
UBS FINANCIAL SERVICES INC.
SEC 8-16267
Fund details & source
- Fund ID
- 805-1102297252
- Reported beneficial owners
- 7
- Minimum commitment
- $50M
- Form D file number
- 021-421551
Form ADV 2116263 · Aug 5, 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.
SBB RESEARCH GROUP POLYSIGHT I LLCHedge Fund · Last reported Aug 5, 2026$369MGross asset value
Form D fundraising filings
SBB Research Group Polysight I LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY VIRCHOW KRAUSE, LLP
PCAOB 23
J.P. MORGAN SECURITIES LLC
SEC 8-35008
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
RBC CAPITAL MARKETS, LLC
SEC 8-45411
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447
UBS FINANCIAL SERVICES INC.
SEC 8-16267
Fund details & source
- Fund ID
- 805-6792590774
- Reported beneficial owners
- 41
- Minimum commitment
- $1M
- Form D file number
- 021-219319
Form ADV 2116263 · Aug 5, 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.
SBB RESEARCH GROUP POLYSIGHT V LLCHedge Fund · Last reported Aug 5, 2026$192MGross asset value
Form D fundraising filings
SBB Research Group Polysight V LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY VIRCHOW KRAUSE, LLP
PCAOB 23
J.P. MORGAN SECURITIES LLC
SEC 8-35008
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
RBC CAPITAL MARKETS, LLC
SEC 8-45411
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447
UBS FINANCIAL SERVICES INC.
SEC 8-16267
Fund details & source
- Fund ID
- 805-4812248447
- Reported beneficial owners
- 2
- Minimum commitment
- $1M
- Form D file number
- 021-200337
Form ADV 2116263 · Aug 5, 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.
SBB RESEARCH GROUP FUND CPS XI LLC SERIES AHedge Fund · Last reported Aug 5, 2026$141MGross asset value
Form D fundraising filings
SBB RESEARCH GROUP CPS FUND XI LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY VIRCHOW KRAUSE, LLP
PCAOB 23
J.P. MORGAN SECURITIES LLC
SEC 8-35008
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
RBC CAPITAL MARKETS, LLC
SEC 8-45411
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447
UBS FINANCIAL SERVICES INC.
SEC 8-16267
Fund details & source
- Fund ID
- 805-1211831209
- Reported beneficial owners
- 5
- Minimum commitment
- $1M
- Form D file number
- 021-260049
Form ADV 2116263 · Aug 5, 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.
SBB RESEARCH GROUP POLYSIGHT ODIN LLCHedge Fund · Last reported Aug 5, 2026$135MGross asset value
Form D fundraising filings
SBB Research Group Polysight Odin LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY VIRCHOW KRAUSE, LLP
PCAOB 23
J.P. MORGAN SECURITIES LLC
SEC 8-35008
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
RBC CAPITAL MARKETS, LLC
SEC 8-45411
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447
UBS FINANCIAL SERVICES INC.
SEC 8-16267
Fund details & source
- Fund ID
- 805-5916376776
- Reported beneficial owners
- 2
- Minimum commitment
- $1M
- Form D file number
- 021-455159
Form ADV 2116263 · Aug 5, 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.
SBB RESEARCH GROUP POLYSIGHT II LLCHedge Fund · Last reported Aug 5, 2026$84.5MGross asset value
Form D fundraising filings
SBB RESEARCH GROUP POLYSIGHT II LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY VIRCHOW KRAUSE, LLP
PCAOB 23
J.P. MORGAN SECURITIES LLC
SEC 8-35008
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
RBC CAPITAL MARKETS, LLC
SEC 8-45411
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447
UBS FINANCIAL SERVICES INC.
SEC 8-16267
Fund details & source
- Fund ID
- 805-3336632529
- Reported beneficial owners
- 4
- Minimum commitment
- $1M
- Form D file number
- 021-307142
Form ADV 2116263 · Aug 5, 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: Aug 5, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
450 SKOKIE BLVD., BUILDING 600NORTHBROOK, IL, 60062, United States
CRD 161109
Filing source
Form ADV 2116263 · Aug 5, 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.