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).

Current Firm Details
55 East 52nd Street, 18th Floor, New York, NY 10055
https://www.linkedin.com/company/bbr-partners
By the Numbers
  • Total Assets Under Management
    28,083
    MILLION
  • Total Number of Accounts
    4,600
    ACCOUNTS
  • Average Account Value
    $6,104,913
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 51 - 53 of 53 top financial advisors.
51
Gazelle Summe, financial advisor New York NY
Gazelle B. Summe
CRD#: 5865865
55 East 52nd Street, 18th Floor, New York, NY 10055

Gazelle Summe (CRD# 5865865) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 13 years of experience in the finance industry.

52
Daniel Trocchia, financial advisor Fair Haven NJ
Daniel E. Trocchia
CRD#: 7477917
Fair Haven, NJ

Daniel Trocchia (CRD# 7477917) is an Investment Advisor Representative working at Bbr Partners, LLC in Fair Haven, NJ and has over 2 years of experience in the finance industry.

53
Todd Whitenack, financial advisor New York NY
Todd C. Whitenack
CRD#: 2817049
55 East 52nd Street, 18th Floor, New York, NY 10055

Todd Whitenack (CRD# 2817049) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 24 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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