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Sbz Management, LLC (Lake Success)


Sbz Management, LLC is a large advisory firm based in Lake Success. It manages $59.03 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005.

Sbz Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sbz Management: assets under management

The assets under management (AUM) of Sbz Management, LLC is $59.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $59.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $59.03 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sbz Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
David Samber Manager 1 Oct 2003 50% - 75% 5040529
Martin Joseph Bidus Co-manager 1 Oct 2003 50% - 75% 2132530

Based in Lake Success

The principal office where Sbz Management, LLC performs its advisory services is located at 1 Hollow Lane, Lake Success, NY 11042, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-869-6797 or by fax 516-869-6750. The normal business hours are 8:00 am-6:30 pm on Monday - Friday.


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