About BBR Partners
BBR Partners is a company based in New York (United States) founded in 1999. It operates as a B2C and Advisory Services. The company has 125 employees. BBR Partners offers products and services including Investment Management, Wealth Advisory, and Portfolio Administration. BBR Partners operates in a competitive market with competitors including Stonehage Fleming Family & Partners, Rockefeller Capital Management, Silvercrest Asset Management Group, Pathstone Federal Street and Cresset Capital Management, among others.
- Headquarter New York, United States
- Employees 125
- SectorsFinancial Services
- Website bbrpartners.com
- Social LinkedIn Facebook
- Legal Name Bbr Partners Llc
- Employee Count125
Products & Services of BBR Partners
BBR Partners offers a comprehensive portfolio of products and services, including Investment Management, Wealth Advisory, and Portfolio Administration.
Provides customized investment strategies for high-net-worth clients
Offers holistic advice on family wealth and financial planning
Manages and reports on client portfolios with transparency and clarity
People of BBR Partners
29 people are tracked at BBR Partners (23 in leadership, 6 in team); the tracked headcount is 125.
| Name | Role | Group |
|---|---|---|
Ian Glinka | Vice President, Systems Development | Leadership |
Daniel Trocchia | Vice President Of Portfolio And Wealth Advisory | Leadership |
Brett Barth | Co-CEO and Founder | Leadership |
Jordan Karen | Director Of Portfolio And Wealth Advisory | Leadership |
Marc Koslowsky | Partner, Head Of Investment Research | Leadership |
Gillian Minardi | Director Of Portfolio Administration & Reporting | Leadership |
Brandon Pick | Partner, Investment Research | Leadership |
Julia Howell | VP Of HR | Leadership |
Dylan Stroud | Vice President Of Portfolio & Wealth Advisory | Leadership |
Stephanie Gromek | Managing Partner, Head Of Portfolio And Wealth Advisory Group | Leadership |
Michael Goldberg | Partner, Director Of Portfolio & Wealth Advisory | Leadership |
Maya Han | Director Of Portfolio & Wealth Administration | Leadership |
Matthew Shapiro | Director Of Business Administration & General Counsel | Leadership |
Steven Pressman | Partner, Co-head Of Portfolio & Wealth Advisory | Leadership |
Sarah Nelson Rumph | Partner, Director Of Investment Research | Leadership |
Steven Katz | Partner, Director Of Portfolio & Wealth Advisory | Leadership |
Mike Darosa | Director Of Portfolio & Wealth Advisory | Leadership |
Nicole C. Davis | Partner, Co-chief Operating Officer Of Portfolio & Wealth Advisory And Head Of Advisory Services | Leadership |
Stephen Cain | Vice President, Portfolio & Wealth Advisory | Leadership |
Justin Peterson | Partner, Head Of BBR West | Leadership |
9 more people are available in the full profile.
Complete people profiles for BBR Partners
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Competitors of BBR Partners
BBR Partners operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Stonehage Fleming Family & Partners, Rockefeller Capital Management, Silvercrest Asset Management Group, Pathstone Federal Street and Cresset Capital Management, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| stonehagefleming.com | 1976 | Philadelphia, United States | $116.44M | – | Multi-family office services are provided to high-net-worth clients. | |
| rockco.com | 1882 | New York, United States | $622M | – | Multi-family office services are provided to high-net-worth clients. | |
| silvercrestgroup.com | 2001 | New York, United States | – | 152 | Multi-family office services are provided for asset management needs. | |
| pathstone.com | 2010 | Fort Lee, United States | – | 200 | Provider of multi family office services | |
| cressetcapital.com | 2017 | Chicago, United States | – | 129 | Offers wealth management, investment advisory, and family office services for entrepreneurs and families. | |
| wildcatcap.com | 2011 | New York, United States | – | 200 | Provides equity capital and strategic advice to growth-oriented companies across sectors. | |
| whittiertrust.com | 1989 | South Pasadena, United States | – | 123 | Provides wealth management, investments, trust services, and family office support. | |
| ofgltd.com | 1981 | Carmel, United States | – | 145 | Provides investment advisory, family office, and institutional consulting services to clients. |
Detailed competitors of BBR Partners
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Web traffic of BBR Partners
Websites that share an audience with BBR Partners (bbrpartners.com).
Websites whose visitors overlap most with BBR Partners. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| bakerstreetadvisors.com | 100% | 2.8K | #5,718,763 | View details | |
| bartlett1898.com | 100% | 4.2K | #4,060,019 | View details | |
| biam.ie | 100% | – | – | View details | |
| wealthspire.com | 90% | 63.5K | #670,402 | View details | |
| rockco.com | 89% | 159.1K | #276,356 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 8 similar websites and full traffic analytics for BBR Partners
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- 8 similar websites
- Audience overlap
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Latest news on Bbr Partners
Complete news archive for BBR Partners
Full article history, source details, and older brand coverage require an active premium plan.
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- Brand-specific news history
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Similar companies to BBR Partners
10 companies that operate in the same segment as BBR Partners (Single Family Offices), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Diversified operations are conducted across multiple industries by LuLu Group. | 2000 | Abu Dhabi, Abu Dhabi, United Arab Emirates | USD 2 B | USD 65.77 M | – | |
Diversified asset management services are offered by EPIQ. | 2018 | San Francisco, California, United States | – | – | 58 | |
Family office of Alison Davis and Matthew C. Le Merle | 2005 | San Francisco, California, United States | – | – | – | |
Investments are directed by the Wallenberg family into Nordic sectors. | 1916 | Stockholm, Sweden | – | USD 9.09 B | 17,400 | |
Develops & builds residential & commercial buildings backed by the Durse Family | 1915 | New York, New York, United States | – | – | – | |
Venture capital is provided to Canadian tech and offline companies. | 1998 | Toronto, Ontario, Canada | – | – | – | |
Family office firm | 2013 | Rye, New York, United States | – | – | – | |
Venture capital firm | 2001 | London, England, United Kingdom | – | – | 7 | |
Industrial, real estate, and financial assets are invested in globally. | 1981 | Brilon, Nordrhein-westfalen, Germany | – | – | 36 | |
Family office focused on food industry | 1971 | Rheda-wiedenbruck, North Rhine-westphalia, Germany | – | – | – |
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Frequently Asked Questions about BBR Partners
BBR Partners was founded in 1999.
BBR Partners is headquartered in New York, United States. It is registered at New York, New York, United States.
BBR Partners has 125 employees.
BBR Partners is a boutique wealth management firm based in the United States, specializing in personalized investment strategies and holistic advisory for families with substantial assets. They operate as independent advisors, focusing on due diligence, collaboration, and simplifying complex financial needs. With locations in New York, San Francisco, and Chicago, they serve entrepreneurs, business leaders, and high-net-worth individuals through objective, empathetic guidance and tailored portfolio administration.
BBR Partners's top competitors include Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Rockefeller Capital Management.
BBR Partners offers Investment Management, Wealth Advisory, and Portfolio Administration.
BBR Partners operates through Bbr Partners Llc.