BP
BBR PARTNERS, LLC
SEC RegisteredNEW YORK, NYhttps://bbrpartners.com212-313-9870
Assets Under Management
$25B+
Employees
175
Office Locations
6 offices
Total Accounts
1875
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesState/Municipal
Services
Private funds / alternatives
HedgePrivate Equity
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 203 | $27.6B |
| Pension/Profit Sharing Plans | 41 | $7.1B |
0 total clients reported on Form ADV.
Leadership
Llc Lpc Evolution Gp
GENERAL PARTNER
Seth William Brennan
MEMBER
Anthony Harfield Leness
MEMBER
Llc Lp Holdings Evolution
LIMITED PARTNER
Seth William Brennan
MEMBER
Anthony Harfield Leness
MEMBER
Lp Bbr Partners Holdings
MEMBER
Llc Bbr Partners Holdings Gp
MANAGING MEMBER
Brett Harris Barth
LIMITED PARTNER
Evan Michael Roth
LIMITED PARTNER
Brett Harris Barth
MANAGER
Evan Michael Roth
MANAGER
Llc Bbr Partners Holdings Gp
GENERAL PARTNER
Office locations
6 offices in 4 states
NY
NEW YORKHQ
IL
CHICAGO
CA
SAN FRANCISCO
TX
AUSTIN
Advisors at this firm
51 advisors in the directory
Michael W Anson
Investment Adviser Representative
Sean Robert Apgar
Investment Adviser Representative
Brett Harris Barth
Investment Adviser Representative
Bradley R Bernard
Investment Adviser Representative
Stephen Peter Cain
Investment Adviser Representative
Gabriela Canaan
Investment Adviser Representative
William Jesse Carter
Investment Adviser Representative
Elizabeth Rose Cillo
Investment Adviser Representative
Stephen Charles Colodny
Investment Adviser Representative
Michael Darren Darosa
Investment Adviser Representative
Deanna Hope Deutschman
Investment Adviser Representative
Madison Gilbreth
Investment Adviser Representative
Michael Scott Goldberg
Investment Adviser Representative
Gallagher J Gregory
Investment Adviser Representative
Stephanie Jones Gromek
Investment Adviser Representative
Connor Gates Gunsalus
Investment Adviser Representative
Stacy Heather Hendler
Investment Adviser Representative
Matthew Herman
Investment Adviser Representative
Sophie Holt
Investment Adviser Representative
Elise M Johnston
Investment Adviser Representative
Jordan R Karen
Investment Adviser Representative
Steven Roy Katz
Investment Adviser Representative
Marc Richard Koslowsky
Investment Adviser Representative
Margaret Fitzsimmons Maccowatt
Investment Adviser Representative
Kevin Francis Mahon
Investment Adviser Representative
Patrick McHale
Investment Adviser Representative
Benjamin Salomon Metzger
Investment Adviser Representative
Justin Andrew Molinaro
Investment Adviser Representative
Richard Edward Newman
Investment Adviser Representative
John Patrick Niles
Investment Adviser Representative
Sarah Elizabeth Norris
Investment Adviser Representative
William Chapman Page
Investment Adviser Representative
Julia Anna Panchot
Investment Adviser Representative
Justin Randall Peterson
Investment Adviser Representative
Sean N Pezza
Investment Adviser Representative
Brandon Scott Pick
Investment Adviser Representative
Robert Griffin Pierce
Investment Adviser Representative
Steven David Pressman
Investment Adviser Representative
Ryan K Preston
Investment Adviser Representative
Jennifer Nelson Ray
Investment Adviser Representative
Alyssa Judy Reese
Investment Adviser Representative
Evan Michael Roth
Investment Adviser Representative
Sarah Nelson Rumph
Investment Adviser Representative
Max Scher
Investment Adviser Representative
Ari Jason Shalit
Investment Adviser Representative
Nicholas Warren Squires
Investment Adviser Representative
Dylan Thomas Stroud
Investment Adviser Representative
Gazelle Brown Summe
Investment Adviser Representative
Olivier Louis Torchiana
Investment Adviser Representative
Daniel Edward Trocchia
Investment Adviser Representative
Todd Casey Whitenack
Investment Adviser Representative
Regulatory & compliance
CRD number
#109688
SEC Number
801-57219
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
bbrpartners.comPhone
212-313-9870Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BBR PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.