Bbr Partners, LLC

Bbr Partners, LLC (CRD# 109688) is a financial advisory firm headquartered in New York, NY. They manage $24,081,600,000 in 4,300 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    24,082
    MILLION
  • Total Number of Accounts
    4,300
    ACCOUNTS
  • Average Account Value
    $5,600,372
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Bbr Partners, LLC
Showing 1 - 10 of 53 top financial advisors.
1
Stephen P. Cain
CRD#: 6820482
55 East 52nd Street, 18th Floor, New York, NY 10055

Stephen Cain (CRD# 6820482) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 6 years of experience in the finance industry.

2
Elizabeth R. Cillo
CRD#: 5572387
55 East 52nd Street, 18th Floor, New York, NY 10055

Elizabeth Cillo (CRD# 5572387) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 15 years of experience in the finance industry.

3
Deanna H. Deutschman
CRD#: 6827144
55 East 52nd Street, 18th Floor, New York, NY 10055

Deanna Deutschman (CRD# 6827144) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 6 years of experience in the finance industry.

4
Richard E. Newman
CRD#: 6842418
55 East 52nd Street, 18th Floor, New York, NY 10055

Richard Newman (CRD# 6842418) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 6 years of experience in the finance industry.

5
Sarah E. Norris
CRD#: 3074429
737 N. Michigan, Suite 2260, Chicago, IL 60611

Sarah Norris (CRD# 3074429) is an Investment Advisor Representative working at Bbr Partners, LLC in Chicago, IL and has over 25 years of experience in the finance industry.

6
Ari J. Shalit
CRD#: 6901685
55 East 52nd Street, 18th Floor, New York, NY 10055

Ari Shalit (CRD# 6901685) 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.

7
Kevin M. Widmaier
CRD#: 6246643
55 East 52nd Street, 18th Floor, New York, NY 10055

Kevin Widmaier (CRD# 6246643) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 10 years of experience in the finance industry.

8
Michael W. Anson
CRD#: 2432585
55 East 52nd Street, 18th Floor, New York, NY 10055

Michael Anson (CRD# 2432585) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 30 years of experience in the finance industry.

9
Sean R. Apgar
CRD#: 5613207
55 East 52nd Street, 18th Floor, New York, NY 10055

Sean Apgar (CRD# 5613207) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has 1 year of experience in the finance industry.

10
Matthew R. Barsalona
CRD#: 7247500
Hoboken, NJ

Matthew Barsalona (CRD# 7247500) is an Investment Advisor Representative working at Bbr Partners, LLC in Hoboken, NJ and has over 3 years of experience in the finance industry.

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