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
Sean Pezza (CRD# 6275784) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 7 years of experience in the finance industry.
Brandon Pick (CRD# 5011141) 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.
Robert Pierce (CRD# 7729458) 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 Pressman (CRD# 5439598) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 16 years of experience in the finance industry.
Ryan Preston (CRD# 4799169) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 19 years of experience in the finance industry.
Jennifer Ray (CRD# 4801232) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has 1 year of experience in the finance industry.
Evan Roth (CRD# 2445363) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 29 years of experience in the finance industry.
Sarah Rumph (CRD# 7245469) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has 1 year of experience in the finance industry.
Nicholas Squires (CRD# 7345259) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has 1 year of experience in the finance industry.
Dylan Stroud (CRD# 6660730) is an Investment Advisor Representative working at Bbr Partners, LLC in South Orange, NJ and has 1 year of experience in the finance industry.