BBR PARTNERS LLC Overview
Bbr Partners Llc is a hedge fund that manages 8.9 BN dollars in regulatory AUM and has 83 employees, of which 50 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 09/30/21. The fund's latest filing disclosed 781MM in positions, representing 9% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/21. The fund's latest filing disclosed 781MM in positions, representing 9% of the manager's regulatory AUM.
BBR PARTNERS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BBR PARTNERS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 40.88% | ETF | 14.14% | 0% | 0 | 27% | ||
| UPS | 14.02% | Industrials | 18.5% | -0.38% | 0 | 23% | ||
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FEATURED IN
BBR PARTNERS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Brett H. Barth | Manager | December-2010 |
| Evan M. Roth | Manager | December-2010 |
| Arthur E. Black | Member | December-2012 |
| Michael W. Anson | Partner, Chief Compliance Officer | December-2010 |
| Stephanie J. Gromek | Partner | December-2010 |
| Michael S. Goldberg | Partner | December-2010 |
| Todd C. Whitenack | Partner | December-2010 |
| Steven R. Katz | Partner | December-2010 |
| Cary M. Klivan | Chief Financial Officer | November-2012 |
| Sean R. Apgar | Partner | December-2011 |
| Barry M. Klayman | Partner, Chief Operating Officer | May-2013 |
| Steven D. Pressman | Partner | December-2014 |
BBR PARTNERS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
BBR PARTNERS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
We meet with each client to determine their unique portfolio objectives and wealth management needs. Through this process, we work with the client to develop specific asset allocation plan(s). In conjunction with the client’s particular objectives, we then determine the appropriate managers for the client’s portfolio. Currently, we allocate client investment assets primarily among various individual equity and fixed income third-party managers, mutual funds and/or exchange traded funds and private investment funds, including the BBR administered private investment vehicles, on a discretionary and non- discretionary basis in accordance with the client’s designated investment objective(s).
We perform due diligence on third-party managers covering qualitative, quantitative and operational factors. We assess each manager according to its specific in...
Unlock Full Investment Process Description
Methods of Analysis and Investment Strategies
We meet with each client to determine their unique portfolio objectives and wealth management needs. Through this process, we work with the client to develop specific asset allocation plan(s). In conjunction with the client’s particular objectives, we then determine the appropriate managers for the client’s portfolio. Currently, we allocate client investment assets primarily among various individual equity and fixed income third-party managers, mutual funds and/or exchange traded funds and private investment funds, including the BBR administered private investment vehicles, on a discretionary and non- discretionary basis in accordance with the client’s designated investment objective(s).
We perform due diligence on third-party managers covering qualitative, quantitative and operational factors. We assess each manager according to its specific in...
Unlock Full Investment Process Description
BBR PARTNERS LLC Portfolio Concentration
BBR PARTNERS LLC Location
TWO GRAND CENTRAL TOWER
140 EAST 45TH STREET, 26TH FLOOR
NEW YORK, New York
UNITED STATES, 10017
140 EAST 45TH STREET, 26TH FLOOR
NEW YORK, New York
UNITED STATES, 10017
BBR PARTNERS LLC Contact Information
Phone Number: 212-313-9870
Fax Number: 646-588-5023
Website: http://www.bbrpartners.com
Fax Number: 646-588-5023
Website: http://www.bbrpartners.com
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