BBR PARTNERS, LLC
Latest filing: Apr 28, 2025 (59 days ago)
AUM
$31,177,300,000
11% change vs. 1 year ago
20% change vs. 3 years ago
74% change vs. 5 years ago
251% change vs. 10 years ago
Employee Count
170
0% change vs. 1 year ago
6% change vs. 3 years ago
36% change vs. 5 years ago
105% change vs. 10 years ago
Main Office
NEW YORK, NY
55 EAST 52ND STREET, NEW YORK, NY, UNITED STATES, 10055
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $28.8 |
| Non-Discretionary | $2.3 |
| Total | $31.2 |
| Client | AUM |
|---|---|
| Retail | $21.7 |
| Pooled | $7.9 |
| Institutional | $1.6 |
| Total | $31.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 85 | $0.0 |
| Average Individual AUM | $195,294 | |
| HNW | 1,700 | $21.7 |
| Average HNW AUM | $12,741,176 | |
| Retail Total | 1,785 | $21.7 |
| Average Retail AUM | $12,143,754 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $6.9 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $23.2 |
| Retail SMA AUM | $21.7 |
| Institutional SMA AUM | $1.6 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 22% | $5.1 |
| Equity Non-Exch | 4% | $0.9 |
| Govt Agency | 1% | $0.2 |
| Municipal | 8% | $1.9 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.2 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 16% | $3.7 |
| Other Pools | 37% | $8.6 |
| Cash | 10% | $2.3 |
| Other | 1% | $0.2 |
| Total | 100% | $23.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| BBR GENERAL PARTNER, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
35 active
| Name | Title |
|---|---|
| MCFADYEN, DARCY | PARTNER |
| PETERSON, JUSTIN, RANDALL | PARTNER |
| BARTH, BRETT, HARRIS | MANAGING PARTNER, MANAGER |
| ROTH, EVAN, MICHAEL | MANAGING PARTNER, MANAGER |
| ANSON, MICHAEL, W | PARTNER, CHIEF COMPLIANCE OFFICER |
| GROMEK, STEPHANIE, JONES | PARTNER |
| GOLDBERG, MICHAEL, SCOTT | PARTNER |
| WHITENACK, TODD, CASEY | PARTNER |
| KATZ, STEVEN, ROY | PARTNER |
| APGAR, SEAN, ROBERT | PARTNER |
| KLAYMAN, BARRY, MARK | PARTNER, CHIEF OPERATING OFFICER |
| PRESSMAN, STEVEN, DAVID | PARTNER |
| JOYCE, JENNIFER, M | PARTNER |
| MILES, JONATHAN, G | PARTNER |
| PAGE, WILLIAM, C | PARTNER |
| PRESTON, RYAN, K | PARTNER |
| KOSLOWSKY, MARC, RICHARD | PARTNER |
| RABOY, ALAN | CHIEF FINANCIAL OFFICER |
| METZGER, BENJAMIN, SALOMON | PARTNER |
| NORRIS, SARAH, ELIZABETH | PARTNER |
| RAY, JENNIFER, NELSON | PARTNER |
| RUMPH, SARAH | PARTNER |
| WIDMAIER, KEVIN, MICHAEL | PARTNER |
| PICK, BRANDON, SCOTT | PARTNER |
| EHRLICH, SCOTT, MATTHEW | PARTNER, CHIEF TECHNOLOGY OFFICER |
| MOLINARO, JUSTIN, ANDREW | PARTNER |
| DAVIS, NICOLE, CECILE FRANKLIN | PARTNER |
ADVDB.CO • SOURCE: SEC
Representatives
57 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DYLAN STROUD | NEW YORK | NY | CERTIFIED FINANCIAL PLANNER | ||||||
| HENRY LAVIERI | NEW YORK | NY | S65|2021-06-22 | ||||||
| STEPHANIE GROMEK | NEW YORK | NY | |||||||
| KEVIN MAHON | NEW YORK | NY | S65|2018-10-24 | ||||||
| SOPHIE HOLT | NEW YORK | NY | S65|2022-12-05 | ||||||
| KRISTINA MCNAMARA | NEW YORK | NY | S66|2019-12-02 | CHARTERED FINANCIAL ANALYST | |||||
| GAZELLE SUMME | NEW YORK | NY | S66|2011-03-31|S63|2017-09-28 | CERTIFIED FINANCIAL PLANNER | |||||
| EVAN ROTH | NEW YORK | NY | S63|1994-08-03 | CHARTERED FINANCIAL ANALYST | |||||
| RYAN PRESTON | NEW YORK | NY | S65|2004-09-01 | ||||||
| JUSTIN MOLINARO | NEW YORK | NY | CHARTERED FINANCIAL ANALYST | ||||||
| SEAN ALAMAR | NEW YORK | NY | S65|2021-05-20 | ||||||
| ARI SHALIT | NEW YORK | NY | S66|2018-08-27 | ||||||
| KEVIN WIDMAIER | NEW YORK | NY | S66|2013-10-31 | ||||||
| SEAN APGAR | NEW YORK | NY | |||||||
| NICHOLAS SQUIRES | NEW YORK | NY | |||||||
| ERIC MCKENNA | NEW YORK | NY | S65|2022-02-23 | ||||||
| STACY HENDLER | NEW YORK | NY | S66|2020-06-12 | CHARTERED FINANCIAL ANALYST | |||||
| DANIEL TROCCHIA | NEW YORK | NY | S65|2022-02-02 | ||||||
| JUSTIN PETERSON | NEW YORK | NY | S63|2005-01-24|S65|2020-09-05 | ||||||
| NIKITA MUTALIK | NEW YORK | NY | S65|2022-04-27 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $31.2 | $0.0 | 0% | 170 | 0 | 0% |
| 2025-04-21 | $31.2 | $0.0 | 0% | 170 | 0 | 0% |
| 2024-04-02 | $28.1 | $3.1 | 11% | 170 | 0 | 0% |
| 2023-04-04 | $24.1 | $7.1 | 29% | 165 | 5 | 3% |
| 2022-04-01 | $26.0 | $5.2 | 20% | 160 | 10 | 6% |
| 2021-04-05 | $20.7 | $10.5 | 51% | 130 | 40 | 31% |
| 2020-04-01 | $17.9 | $13.3 | 74% | 125 | 45 | 36% |
| 2019-04-01 | $15.9 | $15.3 | 96% | 115 | 55 | 48% |
| 2018-04-02 | $14.2 | $17.0 | 120% | 90 | 80 | 89% |
| 2017-04-01 | $12.5 | $18.7 | 150% | 90 | 80 | 89% |
| 2016-04-01 | $10.9 | $20.3 | 187% | 95 | 75 | 79% |
| 2015-04-01 | $8.9 | $22.3 | 251% | 83 | 87 | 105% |
| 2014-04-01 | $7.3 | $23.8 | 324% | 75 | 95 | 127% |
| 2013-04-01 | $6.6 | $24.6 | 373% | 72 | 98 | 136% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, AL-03/30/2023, AZ-03/31/2021, CA-03/03/2003, CO-10/08/2004, CT-03/29/2001, DC-10/08/2004, DE-10/08/2004, FL-09/26/2002, GA-09/25/2002, IA-05/15/2006, ID-03/31/2021, IL-12/11/2003, KS-03/30/2023, KY-01/28/2002, LA-03/30/2016, MA-11/29/2006, MD-11/11/2005, ME-03/30/2023, MO-09/25/2002, MT-03/31/2021, NC-03/29/2019, NE-03/29/2019, NH-12/03/2003, NJ-09/25/2002, NV-03/29/2019, NY-03/03/2003, OH-01/23/2008, OK-03/31/2017, OR-03/30/2023, PA-11/11/2005, RI-10/08/2004, SC-03/31/2017, SD-03/06/2006, TN-03/29/2019, TX-12/03/2003, UT-03/31/2025, VA-03/29/2019, VT-03/31/2021, WA-03/29/2019, WI-03/30/2023, WY-03/29/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV