Individual
EntityBBR PARTNERS HOLDINGS GP, LLCStatusMANAGERReported since05/2016OwnershipOther (general partner, trustee, or elected manager)Control personYes
BBR Partners, LLC
NEW YORK, NY
Form ADV and provider website profile · CRD 109688 · regulatory data as of Jul 30, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for BBR Partners, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$36.5BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
1,875Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$34.3BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$2.2BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 12/2010
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2010
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2010
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2010
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2010
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2010
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2010
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2011
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 05/2013
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2014
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2015
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2015
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2015
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 05/2016
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 05/2016
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2016
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2017
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2018
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2019
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2019
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2019
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2019
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2020
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2022
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2022
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2024
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2024
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 07/2025
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2026
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2026
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2026
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Brett Harris Barth | Managing Partner | 12/2010 | Individual | No | Less than 5% |
| Evan Michael Roth | Managing Partner | 12/2010 | Individual | No | Less than 5% |
| Michael W Anson | Partner, Chief Compliance Officer | 12/2010 | Individual | No | Less than 5% |
| Stephanie Jones Gromek | Partner | 12/2010 | Individual | No | Less than 5% |
| Michael Scott Goldberg | Partner | 12/2010 | Individual | No | Less than 5% |
| Todd Casey Whitenack | Partner | 12/2010 | Individual | No | Less than 5% |
| Steven Roy Katz | Partner | 12/2010 | Individual | No | Less than 5% |
| Sean Robert Apgar | Partner | 12/2011 | Individual | No | Less than 5% |
| Barry Mark Klayman | Partner | 05/2013 | Individual | No | Less than 5% |
| Steven David Pressman | Partner | 12/2014 | Individual | No | Less than 5% |
| Jennifer M Joyce | Partner | 12/2015 | Individual | No | Less than 5% |
| Jonathan G Miles | Partner, Chief Operating Officer | 12/2015 | Individual | No | Less than 5% |
| William C Page | Partner | 12/2015 | Individual | No | Less than 5% |
| Lp Bbr Partners Holdings | Member | 05/2016 | Domestic entity | Yes | 75% or more |
| Llc Bbr Partners Holdings Gp | Managing Member | 05/2016 | Domestic entity | Yes | Less than 5% |
| Ryan K Preston | Partner | 12/2016 | Individual | No | Less than 5% |
| Marc Richard Koslowsky | Partner | 12/2017 | Individual | No | Less than 5% |
| Benjamin Salomon Metzger | Partner | 12/2018 | Individual | No | Less than 5% |
| Sarah Elizabeth Norris | Partner | 12/2019 | Individual | No | Less than 5% |
| Jennifer Nelson Ray | Partner | 12/2019 | Individual | No | Less than 5% |
| Justin Randall Peterson | Partner | 12/2019 | Individual | No | Less than 5% |
| Sarah Rumph | Partner | 12/2019 | Individual | No | Less than 5% |
| Darcy Mcfadyen | Partner | 12/2020 | Individual | No | Less than 5% |
| Brandon Scott Pick | Partner | 12/2021 | Individual | No | Less than 5% |
| Scott Matthew Ehrlich | Partner, Chief Technology Officer | 12/2021 | Individual | No | Less than 5% |
| Justin Andrew Molinaro | Partner | 12/2022 | Individual | No | Less than 5% |
| Nicole Cecile Franklin Davis | Partner | 12/2022 | Individual | No | Less than 5% |
| Elizabeth Rose Cillo | Partner | 12/2024 | Individual | No | Less than 5% |
| Nicholas Warren Squires | Partner | 12/2024 | Individual | No | Less than 5% |
| Joshua K Fishman | Chief Financial Officer | 07/2025 | Individual | No | Less than 5% |
| Bradley R Bernard | Partner | 01/2026 | Individual | No | Less than 5% |
| Jordan R Karen | Partner | 01/2026 | Individual | No | Less than 5% |
| Gillian Ann Minardi | Partner | 01/2026 | Individual | No | Less than 5% |
Indirect Ownership
Source: Form ADVIndividual
EntityBBR PARTNERS HOLDINGS GP, LLCStatusMANAGERReported since05/2016OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityBBR PARTNERS HOLDINGS, LPStatusGENERAL PARTNERReported since05/2016OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityBBR PARTNERS HOLDINGS, LPStatusLIMITED PARTNERReported since09/2018Ownership25% but less than 50%Control personYes
Domestic entity
EntityLPC EVOLUTION 2, LLCStatusMANAGING MEMBERReported since06/2018Ownership75% or moreControl personYes
Domestic entity
EntityBBR PARTNERS HOLDINGS GP, LLCStatusMEMBERReported since09/2018Ownership25% but less than 50%Control personYes
Owners & Executives
Source: Form ADVBH
Brett Harris Barth
Managing Partner
EM
Evan Michael Roth
Managing Partner
MW
Michael W Anson
Partner, Chief Compliance Officer
JG
Jonathan G Miles
Partner, Chief Operating Officer
SM
Scott Matthew Ehrlich
Partner, Chief Technology Officer
JK
Joshua K Fishman
Chief Financial Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives33
Indirect ownership records6
Regulatory statusSEC registered investment adviser
SEC registration dateFeb 8, 2000
CRD number109688