Bbr Partners, LLC
Bbr Partners, LLC (CRD# 109688) is a financial advisory firm headquartered in New York, NY. They manage $28,082,600,000 in 4,600 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management28,083MILLION
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Total Number of Accounts4,600ACCOUNTS
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Average Account Value$6,104,913
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, KS, KY, LA, MA, MD, ME, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WY
Sophie Holt (CRD# 7617610) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has 1 year of experience in the finance industry.
Steven Katz (CRD# 4258612) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has 1 year of experience in the finance industry.
Marc Koslowsky (CRD# 5649518) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has 1 year of experience in the finance industry.
Henry Lavieri (CRD# 6347432) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 2 years of experience in the finance industry.
Eleonore Lund-Simon (CRD# 7364878) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has 1 year of experience in the finance industry.
Charles Luzio (CRD# 7554278) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has 1 year of experience in the finance industry.
Kevin Mahon (CRD# 7022493) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 5 years of experience in the finance industry.
Justin Marcotte (CRD# 7184612) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 4 years of experience in the finance industry.
Patrick McHale (CRD# 7289031) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 3 years of experience in the finance industry.
Eric McKenna (CRD# 7459768) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 2 years of experience in the finance industry.