B+ INSTITUTIONAL SERVICES, LLC
CRD #173267 SEC #801-80549 LOS ANGELES, CA 424-281-3600
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 9, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| 1812 PARK, LLC | DE | MANAGER | NA | Control |
| 1812 PARK, LLC | DE | MANAGER | NA | Control |
| 1812 PARK, LLC | DE | MANAGER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | MANAGER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | MANAGER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | MANAGER | NA | Control |
| LOCKSHIN, STEVEN, DAVID | I | MANAGER | NA | Control |
| LOCKSHIN, STEVEN, DAVID | I | MANAGER | NA | Control |
| LOCKSHIN, STEVEN, DAVID | I | MANAGER | NA | Control |
| PLEVIAK, ANNE, JENELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLEVIAK, ANNE, JENELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLEVIAK, ANNE, JENELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIGEMURA-HILDEBRAND, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIGEMURA-HILDEBRAND, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIGEMURA-HILDEBRAND, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIGEMURA-HILDEBRAND, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIGEMURA-HILDEBRAND, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIGEMURA-HILDEBRAND, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRAUB, JONATHAN, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| STRAUB, JONATHAN, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| STRAUB, JONATHAN, PAUL | I | MEMBER | NA | Control |
| STRAUB, JONATHAN, PAUL | I | MEMBER | NA | Control |
| STRAUB, JONATHAN, PAUL | I | MEMBER | NA | Control |
| STRAUB, JONATHAN, PAUL | I | MEMBER | NA | Control |
| STRAUB, JONATHAN, PAUL | I | MEMBER | NA | Control |
| STRAUB, JONATHAN, PAUL | I | MEMBER | NA | Control |
| OPENADVISOR, LLC | DE | MEMBER | D | Control |
| OPENADVISOR, LLC | DE | MEMBER | D | Control |
| OPENADVISOR, LLC | DE | MEMBER | D | Control |
| OPENADVISOR, LLC | DE | MEMBER | D | Control |
| OPENADVISOR, LLC | DE | MEMBER | D | Control |
| OPENADVISOR, LLC | DE | MEMBER | D | Control |
| OPENADVISOR, LLC | DE | MEMBER | D | Control |
| OPENADVISOR, LLC | DE | MEMBER | D | Control |
| OPENADVISOR, LLC | DE | MEMBER | D | Control |
| OPENADVISOR, LLC | DE | MEMBER | D | Control |
| OPENADVISOR, LLC | DE | MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MEMBER | C | Control |
| MONTAGE INVESTMENTS, LLC | DE | MEMBER | C | Control |
| MONTAGE INVESTMENTS, LLC | DE | MEMBER | C | Control |
| RUSSELL, MARC, LEE | I | MEMBER | B | |
| RUSSELL, MARC, LEE | I | MEMBER | B | |
| RUSSELL, MARC, LEE | I | MEMBER | B | |
| RUSSELL, MARC, LEE | I | MEMBER | B | |
| RUSSELL, MARC, LEE | I | MEMBER | A | |
| RUSSELL, MARC, LEE | I | MEMBER | A | |
| RUSSELL, MARC, LEE | I | MEMBER | A | |
| RUSSELL, MARC, LEE | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING COMPANY, LLC | F | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING COMPANY, LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY, LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL FAMILY HOLDING COMPANY, LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING COMPANY, LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING COMPANY, LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR, LLC | E | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR, LLC | E | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR, LLC | E | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR, LLC | E | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR, LLC | E | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR, LLC | E | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR, LLC | E | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR, LLC | E | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR, LLC | E | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR, LLC | E | Control |
| LOCKSHIN, STEVEN, DAVID | I | OPENADVISOR, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| PUTTERMAN, ANDREW | I | 1812 PARK, LLC | E | Control |
| PUTTERMAN, ANDREW, NMN | I | 1812 PARK, LLC | E | Control |
| PUTTERMAN, ANDREW, NMN | I | 1812 PARK, LLC | E | Control |
Registrations
Federal
IA
Mar 9, 2021 REGISTERED
Notice Filings (2)
CA KS
Address
2121 AVENUE OF THE STARSSUITE 2400
LOS ANGELES, CA 90067
United States
Phone: 424-281-3600