BBR Partners LLC

BBR Partners LLC, a limited liability company based in Delaware, has a team of 115 employees, with 75 of those in advisory positions. The number of clients it serves is undisclosed, however, its SEC status is listed as approved with a registration date of February 8th, 2000.

• ALAN RABOY

  CHIEF FINANCIAL OFFICER owns less than 5%

• BARRY MARK KLAYMAN

  PARTNER, CHIEF OPERATING OFFICER owns less than 5%

• BBR PARTNERS HOLDINGS GP, LLC

  MANAGING MEMBER owns less than 5%

• BBR PARTNERS HOLDINGS, LP

  MEMBER owns 75% or more

• BENJAMIN SALOMON METZGER

  PARTNER owns less than 5%

• BRETT HARRIS BARTH

  MANAGING PARTNER owns less than 5%

• EVAN MICHAEL ROTH

  MANAGING PARTNER owns less than 5%

• JENNIFER M JOYCE

  PARTNER owns less than 5%

• JONATHAN G MILES

  PARTNER owns less than 5%

• MARC RICHARD KOSLOWSKY

  PARTNER owns less than 5%

• MICHAEL SCOTT GOLDBERG

  PARTNER owns less than 5%

• MICHAEL W ANSON

  PARTNER, CHIEF COMPLIANCE OFFICER owns less than 5%

• RYAN K PRESTON

  PARTNER owns less than 5%

• SARAH ELISE COYNE

  PARTNER owns less than 5%

• SEAN ROBERT APGAR

  PARTNER owns less than 5%

• STEPHANIE JONES GROMEK

  PARTNER owns less than 5%

• STEVEN DAVID PRESSMAN

  PARTNER owns less than 5%

• STEVEN ROY KATZ

  PARTNER owns less than 5%

• TODD CASEY WHITENACK

  PARTNER owns less than 5%

• WILLIAM C PAGE

  PARTNER owns less than 5%

• BBR PARTNERS HOLDINGS GP, LLC

  GENERAL PARTNER

• BRETT HARRIS BARTH

  LIMITED PARTNER owns more than 25% but less than 50%

• BRETT HARRIS BARTH

  MANAGER owns more than 25% but less than 50%

• EVAN MICHAEL ROTH

  LIMITED PARTNER owns more than 25% but less than 50%

• EVAN MICHAEL ROTH

  MANAGER owns more than 25% but less than 50%

• LINCOLN PEAK CAPITAL, LLC

  MANAGING MEMBER owns 75% or more

• LPC EVOLUTION 2, LLC

  LIMITED PARTNER owns more than 25% but less than 50%

• LPC EVOLUTION 2, LLC

  MEMBER owns more than 25% but less than 50%

• BMO HARRIS BANK N.A.
  United States
• CHARLES SCHWAB & CO., INC.
  United States
• GOLDMAN SACHS & CO. LLC
  United States
• PERSHING LLC
  United States
• STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
  United States
• THE BANK OF NEW YORK MELLON
  United States
• THE BANK OF NEW YORK MELLON CORPORATION
  United States

• Water Island Capitalllc
• Payne Capital Management LLC
• Greenoak Real Estate LP
• Moerus Capital Management LLC
• Aifam Group LLC
• Veritas Capital Fund Management LLC
• The Hajdari Group LLC
• North Fourth Asset Management LP
• Formula Growth Management Corp
• CION Investment Management LLC

• Comparing Bbr Partners’ Q4 2022 and Q1 2023 Holdings: A Data-Driven Analysis