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 09/30/16. The fund's latest filing disclosed 600MM in positions, representing 7% of the manager's regulatory AUM.

BBR PARTNERS LLC StockAlpha

+1.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BBR PARTNERS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BF.A 42.69% Cons. Staples -4.67% 0.04% 114 3%
SPY 28.06% ETF 1.56% 0% 0 29%
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FEATURED IN
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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
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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...
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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

BBR PARTNERS LLC Contact Information

Phone Number: 212-313-9870
Fax Number: 646-588-5023
Website:

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