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.

SEC-registered adviser

Bbr Partners, LLC

Independent wealth managerNew York, New YorkCRD 109688SEC 801-57219website IAPD

Latest filing Jul 30, 2026

First filing on the tape Nov 14, 2011 · 37 filings

SEC status approved since Feb 8, 2000

RAUM

$36B

reported, Item 5.F

Discretionary

94%

of RAUM

Private clients

76%

$28B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$652M

derived; firm RAUM over IAPD count

Employees

175

53 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

37 filings and snapshots on the tape

RAUM$36B as of Jul 30, 2026

Mar 30, 2012$5.7B then

HNW client RAUM$28B as of Jul 30, 2026

Mar 30, 2018$9.2B then

State-registered IARs (5.B.3)53 as of Jul 30, 2026

Mar 30, 20120 then

Employees (5.A)175 as of Jul 30, 2026

Feb 20, 201372 then

Private funds41 as of Jul 30, 2026

Mar 30, 201215 then

RAUM +17% over the last fiscal year+15% a year over threeIARs 55 to 53

Practice profile

derived from the filing of Jul 30, 2026; every figure names its basis

Archetypes, each a printed rule

RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M

RAUM per advisor: $652MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: $136MderivedHNW RAUM over HNW clients
Average account: $19.5MderivedRAUM over accounts (5.F.2.f)
Discretionary: 94%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 3.1derivedItem 5.A over advisors
Advisors per office: 9.3derived6 offices incl. principal (1.F.5)
RAUM growth, one year: +17%derivedbetween the last two annual amendments
Advisor growth, one year: -3.6%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
Custody: $2.7B, 167 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$28B76%
Pooled investment vehicles$7.1B19%
Investment companies$1.9B5.1%

Individual clients: n/areported
HNW clients: 203reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 1,875reported
Financial planning clients: 101-250reported
Wrap fee programs: noreported
Custody of client assets: $2.7B for 167 clientsreported
Compensation: % of AUM, fixed, performancereported
Class basis: private_client_share=0.76 fund_share=0.24 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

56 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Deanna Hope Deutschman	New York, Ny	Oct 24, 2017	17 y	0
Sarah Elizabeth Norris	New York, Ny	Mar 12, 2019	27 y	3
Justin Randall Peterson	Austin, Tx	Sep 5, 2020	21 y	0
Justin Andrew MolinaroChartered Financial Analyst	Morristown, Nj	Mar 5, 2021	11 y	0
Elizabeth Rose CilloCertified Financial Planner	Morris Plains, Nj	Mar 17, 2021	17 y	5
Sean Robert Apgar	New York, Ny	Mar 18, 2021	21 y	0
Bradley R Bernard	New York, Ny	Mar 18, 2021	12 y	0
Brett Harris Barth	New York, Ny	Mar 18, 2021	27 y	0
Ari Jason ShalitCertified Financial Planner	Hoboken, Nj	Mar 24, 2021	10 y	1
Evan Michael RothChartered Financial Analyst	New York, Ny	Mar 24, 2021	32 y	0
Nicholas Warren Squires	Greenwich, Ct	Mar 29, 2021	12 y	0
Michael Darren Darosa	New York, Ny	Mar 29, 2021	12 y	0
Todd Casey Whitenack	Rumson, Nj	Mar 29, 2021	26 y	0
Sarah Nelson Rumph	New York, Ny	Mar 29, 2021	10 y	0
Kevin Francis Mahon	New York, Ny	Mar 29, 2021	13 y	1
Stephen Peter Cain	New York, Ny	Mar 29, 2021	13 y	1
Benjamin Salomon Metzger	Boca Raton, Fl	Mar 29, 2021	15 y	0
Julia Anna Panchot	New York, Ny	Mar 30, 2021	10 y	0
Steven David Pressman	New York, Ny	Mar 30, 2021	18 y	1
Michael W Anson	New York, Ny	Mar 30, 2021	32 y	0
Jennifer Nelson Ray	New Canaan, Ct	Mar 30, 2021	19 y	0
Steven Roy Katz	New York, Ny	Mar 30, 2021	23 y	0
Brandon Scott Pick	New York, Ny	Mar 30, 2021	18 y	0
Michael Scott Goldberg	New York, Ny	Mar 30, 2021	34 y	2
Richard Edward Newman	New York, Ny	Apr 15, 2021	11 y	1
Sean N Pezza	New York, Ny	Apr 15, 2021	12 y	1
Stephanie Jones Gromek	New York, Ny	Apr 15, 2021	23 y	0
William Chapman Page	New York, Ny	Apr 30, 2021	18 y	0
Marc Richard Koslowsky	New York, Ny	Jun 21, 2021	12 y	0
Ryan K Preston	New York, Ny	Jun 21, 2021	22 y	2
John Patrick Niles	New York, Ny	Jun 28, 2021	12 y	0
Patrick Mchale	New York, Ny	Sep 14, 2021	11 y	1
Matthew Russell Barsalona	New York, Ny	Sep 21, 2021	10 y	0
Gazelle Brown SummeCertified Financial Planner	San Francisco, Ca	Nov 24, 2021	15 y	1
Gabriela Canaan	New York, Ny	Jan 11, 2022	12 y	0
Jordan R Karen	New York, Ny	May 5, 2022	13 y	1
Daniel Edward Trocchia	New York, Ny	Jul 21, 2022	10 y	0
Madison Gilbreth	New York, Ny	Aug 8, 2022	14 y	0
Gallagher J Gregory	New York, Ny	Sep 12, 2022	15 y	1
Sophie Holt	New York, Ny	Dec 5, 2022	11 y	0

All 56 advisors at Bbr Partners, LLC

Advisor movement

5 left, 6 joined in 12 months

net +1 in 12 months1 left in 90 days2 joined in 90 daysdeparture rate 8.9% of current headcount13 left over 36 months

Left, latest

Dylan Thomas Stroud to Curi Capital, LLC
Jul 8, 2026 · RIA to RIA
William Jesse Carter to Iconiq Capital, LLC
May 27, 2026 · Other
Matthew Herman to Moneta Group Investment Advisors, LLC
May 26, 2026 · RIA to RIA
Margaret Elizabeth Mcneil to Isthmus Partners, LLC
Mar 13, 2026 · RIA to RIA
Michael Philip Wolson to Colter Lewis Investment Partners, LLC
Feb 13, 2026 · RIA to RIA
Nikita Rajeev Mutalik to Capital Group Private Client Services, Inc.
Aug 29, 2025 · RIA to RIA
Charles Edward Waits Luzio to Northcoast Asset Management LLC
May 27, 2025 · RIA to RIA
Eric Mckenna to Iconiq Capital, LLC
Jan 29, 2025 · Other
Kristina Marie Mcnamara to Corient
Jun 21, 2024 · RIA to RIA
Marcel Myszewski to Cresset Asset Management, LLC
May 20, 2024 · RIA to RIA
Jacob A Seide to Morgan Stanley
Feb 1, 2024 · RIA to wirehouse
Jay Milind Gokhale to Maslow Wealth Advisors
Jan 2, 2024 · RIA to RIA
Nicholas Kelly to Ameriprise Financial Services, LLC
Nov 28, 2023 · RIA to affiliated broker-dealer or bank
Megan Ann Schwinger to Corient
Jun 5, 2023 · RIA to RIA
Jesse Jon Wood to Ieq Capital, LLC
Aug 5, 2021 · RIA to RIA

Joined, latest

Nishant Vyas from J.P. Morgan Securities LLC
Aug 24, 2026 · Wirehouse to independent RIA
Alexander J. Yun from J.P. Morgan Securities LLC
Jul 6, 2026 · Wirehouse to independent RIA
Olivier Louis Torchiana from Iconiq Capital, LLC
Mar 25, 2026 · Other
Max Scher from Wells Fargo Advisors
Mar 3, 2026 · Wirehouse to independent RIA
Matthew Barker Cornfield from Alliancebernstein L.P.
Feb 13, 2026 · Other
Alyssa Judy Reese from Mycio Wealth Partners, LLC
Oct 3, 2025 · RIA to RIA
Margaret Elizabeth Mcneil from Charles Schwab & Co., Inc.
Jul 18, 2025 · Affiliated broker-dealer or bank to independent RIA
Stephen Charles Colodny from Charles Schwab & Co., Inc.
May 1, 2024 · Affiliated broker-dealer or bank to independent RIA
Stacy Heather Hendler from UBS Financial Services Inc.
Jun 21, 2023 · Wirehouse to independent RIA
Nicholas Kelly from UBS Financial Services Inc.
Sep 28, 2022 · Wirehouse to independent RIA
Gallagher J Gregory from Goldman Sachs Wealth Services, L.P.
Sep 12, 2022 · Affiliated broker-dealer or bank to independent RIA
Jay Milind Gokhale from Maslow Wealth Advisors
Aug 18, 2022 · RIA to RIA
Jacob A Seide from Morgan Stanley
May 16, 2022 · Wirehouse to independent RIA
Jordan R Karen from Morgan Stanley
May 5, 2022 · Wirehouse to independent RIA
Gazelle Brown Summe from Whv Investments, Inc.
Nov 24, 2021 · Other

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for Resolute Partners Group
Apr 17, 2019 · New York, Ny

Teams out Teams in

Private funds

48 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
Bbr Absolute Return (Qp), LP	Hedge Fund	$1.2B	314	Mar 30, 2012
Bbr Equity Long/Short (Qp), LP	Hedge Fund	$1.0B	348	Mar 30, 2012
Bbr Fixed Income Opportunities Fund, LP	Hedge Fund	$874M	357	Mar 31, 2021
Bbr Active Equity-Long Only (Qp), LPno longer reported	Hedge Fund	$467M	190	Mar 31, 2014
Bbr Absolute Return Long Duration IV, LP	Private Equity Fund	$253M	192	Mar 31, 2022
Bbr Private Investment Fund-Series L, LP	Private Equity Fund	$207M	153	Mar 31, 2022
Bbr Absolute Return Long Duration III, LP	Private Equity Fund	$205M	174	Mar 31, 2021
Bbr Private Investment Fund-Series I, LP	Private Equity Fund	$198M	130	Mar 30, 2018
Bbr Private Investment Fund-Series J, LP	Private Equity Fund	$195M	125	Mar 29, 2019
Bbr Absolute Return, Ltd.	Hedge Fund	$193M	90	Mar 30, 2012
Bbr Private Investment Fund-Series K, LP	Private Equity Fund	$190M	150	Mar 31, 2021
Bbr Private LP - Absolute Return Long Duration Class - Sub-Class 2025		$161M	93	Jul 30, 2026
Bbr Private LP - Absolute Return Long Duration Class - Sub-Class 2024	Private Equity Fund	$153M	0	Mar 29, 2024
Bbr Real Assets Fund Vii, LP	Private Equity Fund	$152M	127	Mar 31, 2022
Bbr Private LP - Absolute Return Long Duration Class - Sub-Class 2023	Private Equity Fund	$137M	148	Mar 30, 2023
Bbr Real Assets Fund IV, LP	Private Equity Fund	$129M	124	Mar 30, 2018
Bbr Equity Long/Short, Ltd.	Hedge Fund	$126M	51	Mar 30, 2012
Bbr Active Equity-Long Only, LPno longer reported	Hedge Fund	$123M	80	Mar 31, 2014
Bbr Private LP - Private Equity Class - Sub-Class 2023	Private Equity Fund	$120M	120	Mar 30, 2023
Bbr Equity Long/Short, LP	Hedge Fund	$114M	114	Mar 30, 2012
Bbr Absolute Return, LP	Hedge Fund	$108M	70	Mar 30, 2012
Bbr Private Investment Fund-Series H, LP	Private Equity Fund	$107M	105	Mar 30, 2016
Bbr Private LP - Private Equity Class - Sub-Class 2025		$104M	77	Jul 30, 2026
Bbr Real Assets Fund Vi, LP	Private Equity Fund	$103M	114	Mar 31, 2021
Bbr Private LP - Private Equity Class - Sub-Class 2024	Private Equity Fund	$98.2M	0	Mar 29, 2024
Bbr Private LP - Real Assets Class - Sub-Class 2025		$95.5M	70	Jul 30, 2026
Bbr Real Assets Fund V, LP	Private Equity Fund	$89.4M	102	Mar 29, 2019
Bbr Absolute Return Long Duration II, LP	Private Equity Fund	$89.2M	134	Mar 29, 2019
Bbr Real Assets Fund III, LP	Private Equity Fund	$80.3M	100	Mar 30, 2016
Bbr Private LP - Real Assets Class - Sub-Class 2024	Private Equity Fund	$78.8M	0	Mar 29, 2024
Bbr Private LP - Real Assets Class - Sub-Class 2023	Private Equity Fund	$76.3M	110	Mar 30, 2023
Bbr Private Investment Fund-Series G, LP	Private Equity Fund	$68.9M	100	Mar 31, 2014
Bbr Select Opportunities - Sustainable Equities LP	Hedge Fund	$62.1M	55	Mar 31, 2021
Bbr Absolute Return Long Duration, LP	Private Equity Fund	$59.4M	110	Mar 31, 2017
Bbr Real Assets Fund II, LP	Private Equity Fund	$59.0M	99	Mar 31, 2014
Bbr Private Investment Fund-Series F, LP	Private Equity Fund	$37.5M	79	Mar 30, 2012
Bbr Real Assets Fund, LP	Private Equity Fund	$31.0M	63	Mar 30, 2012
Bbr Private Investment Fund-Series E, LP	Private Equity Fund	$24.6M	84	Mar 30, 2012
Bbr Private LP - Absolute Return Long Duration Class - Sub-Class 2026		$23.0M	10	Jul 30, 2026
Bbr Private LP - Real Assets Class - Sub-Class 2026		$15.9M	9	Jul 30, 2026

All funds of Bbr Partners, LLC

Owners and control persons

Schedule A and B, latest filing

Harris Brett Barth · Managercontrol
since 05/2016 · owns F of Bbr Partners Holdings Gp, LLC
Michael Evan Roth · Managercontrol
since 05/2016 · owns F of Bbr Partners Holdings Gp, LLC
W Michael Anson · Partner, Chief Compliance Officer
since 12/2010 · owns less than 5%
Robert Sean Apgar · Partner
since 12/2011 · owns less than 5%
Harris Brett Barth · Managing Partner
since 12/2010 · owns less than 5%
R Bradley Bernard · Partner
since 01/2026 · owns less than 5%
Rose Elizabeth Cillo · Partner
since 12/2024 · owns less than 5%
Cecile Franklin Nicole Davis · Partner
since 12/2022 · owns less than 5%
Matthew Scott Ehrlich · Partner, Chief Technology Officer
since 12/2021 · owns less than 5%
K Joshua Fishman · Chief Financial Officer
since 07/2025 · owns less than 5%
Scott Michael Goldberg · Partner
since 12/2010 · owns less than 5%
Jones Stephanie Gromek · Partner
since 12/2010 · owns less than 5%
M Jennifer Joyce · Partner
since 12/2015 · owns less than 5%
R Jordan Karen · Partner
since 01/2026 · owns less than 5%
Roy Steven Katz · Partner
since 12/2010 · owns less than 5%
Mark Barry Klayman · Partner
since 05/2013 · owns less than 5%
Richard Marc Koslowsky · Partner
since 12/2017 · owns less than 5%
Darcy Mcfadyen · Partner
since 12/2020 · owns less than 5%
Salomon Benjamin Metzger · Partner
since 12/2018 · owns less than 5%
G Jonathan Miles · Partner, Chief Operating Officer
since 12/2015 · owns less than 5%
Ann Gillian Minardi · Partner
since 01/2026 · owns less than 5%
Andrew Justin Molinaro · Partner
since 12/2022 · owns less than 5%
Elizabeth Sarah Norris · Partner
since 12/2019 · owns less than 5%
C William Page · Partner
since 12/2015 · owns less than 5%
Randall Justin Peterson · Partner
since 12/2019 · owns less than 5%
Scott Brandon Pick · Partner
since 12/2021 · owns less than 5%
David Steven Pressman · Partner
since 12/2014 · owns less than 5%
K Ryan Preston · Partner
since 12/2016 · owns less than 5%
Alan Raboy · Chief Financial Officer
since 09/2018 · owns less than 5%
Nelson Jennifer Ray · Partner
since 12/2019 · owns less than 5%

Entity owners

Bbr Partners Holdings Gp, LLC · Managing Member
direct · owns less than 5%
Bbr Partners Holdings, LP · Member
direct · owns 75% or more
Bbr Partners Holdings Gp, LLC · General Partner
indirect · owns F of Bbr Partners Holdings, LP
Lincoln Peak Capital, LLC · Managing Member
indirect · owns 75% or more of Lpc Evolution 2, LLC
Lpc Evolution 2, LLC · Limited Partner
indirect · owns 25% to 50% of Bbr Partners Holdings, LP
Lpc Evolution 2, LLC · Member
indirect · owns 25% to 50% of Bbr Partners Holdings Gp, LLC

Related persons

Schedule D 7.A

Bbr General Partner, LLC
pooled vehicle sponsory

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left
New York, Ny · principal	56	10	3
San Francisco, Ca	4	2	0
Chicago, Il	3	1	1
Hoboken, Nj	2	0	0
Chatham, Nj	2	0	0
Greenwich, Ct	2	0	0
Westfield, Nj	2	0	0
Norwalk, Ct	0	0	1
Jersey City, Nj	0	0	0
Stamford, Ct	0	0	0

Offices

Schedule D 1.F, the 25 largest

Chicago, IL3 employees
San Francisco, CA2 employees
Austin, TX1 employees
, 1 employees

ADV anomalies

2 against comparable advisers; where to look, not conclusions

control person changedChange between filings · filing Jul 30, 2026
ROTH, EVAN, MICHAEL (MANAGER) left Schedule A between the filings of 2023-03-30 and 2026-07-30
peers: independent wealth managers, $20B and over (84)
account count collapseChange between filings · filing Mar 31, 2026
accounts (Item 5.F.2.f) moved from 4,800.0 to 1,875.0 (-61.0%) between the annual amendments of 2025-04-28 and 2026-03-31; the peer median change was +7.0% (76 comparable advisers, 1.0th percentile of changes)
peers: independent wealth managers, $20B and over (76) · 1.3% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Other offices · 6 to 5
Mar 31, 2026 to Jul 30, 2026
Accounts · 4,800 to 1,875
Jul 30, 2025 to Mar 31, 2026
Advisory employees · 55 to 53
Jul 30, 2025 to Mar 31, 2026
Charity clients · 55.0 to unset
Jul 30, 2025 to Mar 31, 2026
Corporate clients · 25.0 to unset
Jul 30, 2025 to Mar 31, 2026
HNW clients · 1,700 to 203
Jul 30, 2025 to Mar 31, 2026
Individual clients · 85.0 to unset
Jul 30, 2025 to Mar 31, 2026
Pooled vehicle clients · 35 to 41
Jul 30, 2025 to Mar 31, 2026
Assets in custody · $2.2B to $2.7B
Jul 30, 2025 to Mar 31, 2026
Employees · 170 to 175
Jul 30, 2025 to Mar 31, 2026
State-registered IARs · 55 to 53
Jul 30, 2025 to Mar 31, 2026
Other offices · 5 to 6
Jul 30, 2025 to Mar 31, 2026
Private funds · 35 to 41
Jul 30, 2025 to Mar 31, 2026
Discretionary RAUM · $29B to $34B
Jul 30, 2025 to Mar 31, 2026
HNW RAUM · $22B to $28B
Jul 30, 2025 to Mar 31, 2026
Individual RAUM · 16600000.0 to unset
Jul 30, 2025 to Mar 31, 2026
Non-discretionary RAUM · $2.3B to $2.2B
Jul 30, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $6.3B to $7.1B
Jul 30, 2025 to Mar 31, 2026
RAUM · $31B to $36B
Jul 30, 2025 to Mar 31, 2026
Financial planning clients · 101-250 to 101-250
Apr 28, 2025 to Jul 30, 2025
Accounts · 4,600 to 4,800
Mar 29, 2024 to Apr 28, 2025
Advisory employees · 60 to 55
Mar 29, 2024 to Apr 28, 2025
Corporate clients · 30 to 25
Mar 29, 2024 to Apr 28, 2025
HNW clients · 1,625 to 1,700
Mar 29, 2024 to Apr 28, 2025
Assets in custody · $2.1B to $2.2B
Mar 29, 2024 to Apr 28, 2025
State-registered IARs · 60 to 55
Mar 29, 2024 to Apr 28, 2025
Discretionary RAUM · $26B to $29B
Mar 29, 2024 to Apr 28, 2025
HNW RAUM · $19B to $22B
Mar 29, 2024 to Apr 28, 2025
Individual RAUM · $14.8M to $16.6M
Mar 29, 2024 to Apr 28, 2025
Non-discretionary RAUM · $2.3B to $2.3B
Mar 29, 2024 to Apr 28, 2025
Pooled vehicle RAUM · $5.8B to $6.3B
Mar 29, 2024 to Apr 28, 2025
RAUM · $28B to $31B
Mar 29, 2024 to Apr 28, 2025
Accounts · 4,300 to 4,600
Mar 31, 2023 to Mar 29, 2024
Advisory employees · 65 to 60
Mar 31, 2023 to Mar 29, 2024
Corporate clients · 25 to 30
Mar 31, 2023 to Mar 29, 2024
HNW clients · 1,555 to 1,625
Mar 31, 2023 to Mar 29, 2024
Individual clients · 90 to 85
Mar 31, 2023 to Mar 29, 2024
Assets in custody · $1.8B to $2.1B
Mar 31, 2023 to Mar 29, 2024
Employees · 165 to 170
Mar 31, 2023 to Mar 29, 2024
Discretionary RAUM · $22B to $26B
Mar 31, 2023 to Mar 29, 2024

Signals

17 dated events

Dylan Thomas Stroud left Bbr Partners, Llc for Curi Capital, Llc (registered 2026-08-11)
Jul 8, 2026 · Advisor changed firm · fact
William Jesse Carter left Bbr Partners, Llc for Iconiq Capital, Llc (registered 2026-07-30)
May 27, 2026 · Advisor changed firm · fact
Matthew Herman left Bbr Partners, Llc for Moneta Group Investment Advisors, Llc (registered 2026-06-25)
May 26, 2026 · Advisor changed firm · fact
Margaret Elizabeth Mcneil left Bbr Partners, Llc for Isthmus Partners, Llc (registered 2026-04-13)
Mar 13, 2026 · Advisor changed firm · fact
Michael Philip Wolson left Bbr Partners, Llc for Colter Lewis Investment Partners, Llc (registered 2026-04-06)
Feb 13, 2026 · Advisor changed firm · fact
Nikita Rajeev Mutalik left Bbr Partners, Llc for Capital Group Private Client Services, Inc. (registered 2025-12-03)
Aug 29, 2025 · Advisor changed firm · fact
Charles Edward Waits Luzio left Bbr Partners, Llc for Northcoast Asset Management Llc (registered 2025-06-11)
May 27, 2025 · Advisor changed firm · fact
Eric Mckenna left Bbr Partners, Llc for Iconiq Capital, Llc (registered 2025-06-17)
Jan 29, 2025 · Advisor changed firm · fact
Kristina Marie Mcnamara left Bbr Partners, Llc for Corient (registered 2024-07-03)
Jun 21, 2024 · Advisor changed firm · fact
Marcel Myszewski left Bbr Partners, Llc for Cresset Asset Management, Llc (registered 2024-05-29)
May 20, 2024 · Advisor changed firm · fact
Jacob A Seide left Bbr Partners, Llc for Morgan Stanley (registered 2024-02-26)
Feb 1, 2024 · Advisor changed firm · fact
Jay Milind Gokhale left Bbr Partners, Llc for Maslow Wealth Advisors (registered 2024-04-05)
Jan 2, 2024 · Advisor changed firm · fact
Nicholas Kelly left Bbr Partners, Llc for Ameriprise Financial Services, Llc (registered 2024-01-03)
Nov 28, 2023 · Advisor changed firm · fact
Megan Ann Schwinger left Bbr Partners, Llc for Corient (registered 2024-09-26)
Jun 5, 2023 · Advisor changed firm · fact
Bbr Partners, Llc reported 60 state-registered advisory representatives, up from 50 (2022-03-31 to 2023-03-30)
Mar 30, 2023 · Advisor headcount change · derived
Bbr Partners, Llc reported RAUM $26.0B, up 25% from $20.7B (2021-06-15 to 2022-03-31)
Mar 31, 2022 · RAUM change · derived
Bbr Partners, Llc reported 50 state-registered advisory representatives, up from 5 (2021-06-15 to 2022-03-31)
Mar 31, 2022 · Advisor headcount change · derived

Across DFX

shared identifiers only, never a name match

BBR Partners, LLC · Independent Sponsors
shared crd · capital_provider
BBR Partners, LLC · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Business phone: 212-313-9870reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 312-340-0920reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 415-926-7111reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: LINKEDIN.COM/COMPANY/BBR-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
Website: BBRPARTNERS.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 212-313-9870reportedpublic record, Form ADV, Jul 30, 2026
Contact form: BBRPARTNERS.COM/contactreportedpublished by the firm, firm site, Sep 15, 2026
Team page: BBRPARTNERS.COM/our-peoplereportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $652Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Across the graphs

Bbr Partners, LLC is the same institution as 1 record in Real Estate Funds.

Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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