DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Todd Casey Whitenack

Bbr Partners, LLCindependent RIARumson, Nj IA-onlyIAPD 2817049
Feed of 09/15/2026
Also filed as Todd Casey Whitenack
At current firm
5 y
since Mar 29, 2021
In the industry
26 y
since Jan 11, 2000 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Co-Managing Partner,reportedbbrpartners.comfirm site, Sep 15, 2026
Partner or owner
“Co-Managing Partner, Director of Investment Research”reportedbbrpartners.comthe sentence on the bio page
Investment committee
“He is a member of BBR’s Executive and Operating Committees, and serves as Co-Chair of BBR’s Investment Committee.”reportedbbrpartners.comthe sentence on the bio page
Years, as the firm states
20reportedbbrpartners.com“Todd has over 20 years of experience in asset allocation theory, portfolio management, and manager selection across a broad range of asset classes.”
Boards named
Rumson Country Day School; Springpoint Senior Living Foundationreportedbbrpartners.comphrases on the bio page
Professional profile
bbrpartners.com/people/todd-c-whitenackreportedbbrpartners.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
No dated event on this person.
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Independent wealth managerderived
Years in industry
26derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address