$10.3M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-27-2008
- Office Locations
- 1
Office Locations
340 Pine Street Suite 503 SAN Francisco CA
About BBN Management, LLC
BBN Management, LLC is an independent San Francisco investment manager (founded 2008) focused on concentrated, deep value investing in U.S. micro- and small-cap stocks. The firm serves both retail and institutional clients and can custody accounts with Charles Schwab.
Team overview
41 AVG AGE
$10.3M AVG AUM / ADVISOR
$190.7K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Radial Oak pioneer Quantum prime Frontier momentum
Investment Vehicles
Vital
Services
Wave
Owner & Executives
B
BOMDAD BOBBY NOUREDINI
Managing Member
- CRD
- #5572828
- Ownership
- 75% or more
(936) 464-9415
summit.quantum@vectorcapital.com
in linkedin.com/in/capital-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,400,000
Cash:
53.5% Equity - Exchange:
46.5% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $3,678,739,739 | 53.5% |
| Equity - Exchange | $3,197,409,306 | 46.5% |
| Total | $6,876,149,045 | 100.0% |