Matthew Aven
Matthew Aven is a registered investment advisor at Sbb Research Group LLC, based in Northbrook, IL, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SBB Research Group manages investments for pooled investment vehicles and separately managed accounts. The management fees for the funds are generally 1% of each investor's annual capital commitments or account value, paid monthly in advance. Fees may vary based on the size of the investment, investor class, or negotiated terms. The firm does not have a standardized fee schedule for separately managed accounts; fees are negotiated and may be modified. The firm also manages certain non-discretionary separately managed accounts for a flat fee.
Location
450 Skokie Blvd., Building 600, Northbrook, IL, 60062
Get directionsHistory
Regulatory History (2)
Civil
September 2019Regulatory
September 2019Other Business Activities
Matthew is the COO and Manager of SLAB Management LLC, a family office focused on private equity, since 2017. He spends a few hours per week on this activity.
Employment History
Current Registrations
Sbb Research Group LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.