# B+ INSTITUTIONAL SERVICES, LLC

B+ INSTITUTIONAL SERVICES, LLC of LOS ANGELES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 173267
- Type: SEC-registered investment adviser
- SEC file number: 801-80549
- Location: 2121 AVENUE OF THE STARS, SUITE 2400, LOS ANGELES, CA, 90067
- Phone: 424-281-3600
- Latest filing: 2021-03-23
- Clients: 3

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Russell A Lee | MEMBER | Spokane, WA |
| LOCKSHIN STEVEN DAVID | MANAGER | — |
| PUTTERMAN ANDREW | MEMBER | — |
| BICKNELL MARTIN CHRISTOPHER | ELECTED MANAGER; MANAGER; TRUSTEE | — |
| FREEMAN WILLIAM ALLEN | TRUSTEE | — |
| PLEVIAK ANNE JENELLE | CHIEF COMPLIANCE OFFICER | — |
| PUTTERMAN ANDREW NMN | MEMBER | — |
| STRAUB JONATHAN PAUL | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| SHIGEMURA-HILDEBRAND ANN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173267/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173267/similar
- Related entities: https://search.stillhousedata.com/firm/173267/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173267

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.