BBR PARTNERS, LLC

NEW YORK, New York·32 registered advisors·CRD# 109688
SEC# 801-572195212-313-9870
01

Firm Overview

AUM
$28.1B
Regulatory assets under management
Employees
170
Total firm employees
Advisors
32
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at BBR PARTNERS, LLC

32 registered advisors
Alan Raboy
NEW YORK, New York
Arthur Edward Black
NEW YORK, New York
Barry Mark Klayman
NEW YORK, New York
Benjamin Salomon Metzger
NEW YORK, New York
Brandon Scott Pick
NEW YORK, New York
Brett Harris Barth
NEW YORK, New York
Cary Marc Klivan
NEW YORK, New York
Darcy Mcfadyen
NEW YORK, New York
Evan Michael Roth
NEW YORK, New York
Jennifer M Joyce
NEW YORK, New York
Jennifer Nelson Ray
NEW YORK, New York
Jessica Roth Lasser
NEW YORK, New York
Jonathan G Miles
NEW YORK, New York
Justin Andrew Molinaro
NEW YORK, New York
Justin Randall Peterson
NEW YORK, New York
Kevin Michael Widmaier
NEW YORK, New York
Lindsay B Roth
NEW YORK, New York
Marc Richard Koslowsky
NEW YORK, New York
Michael Scott Goldberg
NEW YORK, New York
Michael W Anson
NEW YORK, New York
Nicole Cecile Franklin Davis
NEW YORK, New York
Ryan K Preston
NEW YORK, New York
Sarah Elise Coyne
NEW YORK, New York
Sarah Elizabeth Norris
NEW YORK, New York
Sarah Rumph
NEW YORK, New York
Scott Matthew Ehrlich
NEW YORK, New York
Sean Robert Apgar
NEW YORK, New York
Stephanie Jones Gromek
NEW YORK, New York
Steven David Pressman
NEW YORK, New York
Steven Roy Katz
NEW YORK, New York
Todd Casey Whitenack
NEW YORK, New York
William C Page
NEW YORK, New York
05

Office Locations

NEW YORK, New York
32 advisors

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Data sourced from SEC Form ADV filings. BBR PARTNERS, LLC (CRD# 109688) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.