BBR Partners: Detailed Company Information & Corporate Profile
Summary
Founded in 2000, BBR Partners operates as an independent finance firm that specializes in multi‑family office services. With a team of 100–200 professionals and annual revenues ranging from $100 million to $500 million, the company blends boutique expertise with substantial market reach.
Headquartered in New York yet serving clients across the San Francisco Bay Area, BBR Partners leverages its broad geographic footprint to deliver customized wealth management, portfolio administration, trading, and investment research solutions. Its SIC classification (6199) underscores a commitment to advisory and support services within financial institutions.
The leadership team is anchored by Co‑CEO Brett Barth, Founder, alongside Partners Sean Apgar, Darcy McFadyen, and Marc Koslowsky. Vice Presidents Neil Mandal, Nicole Ciolfi, Angela Neller, Matthew Barsalona, Max Scher, Marcia Jeanty, and others guide portfolio & wealth advisory, trading, business transformation, and human resources functions, ensuring holistic client service.
| BBR Partners Website | bbrpartners.com |
| Social Links |    |
| Phone Number | 212.313.9870 |
| Industries | |
| BBR Partners Headquarters Address | 55 E 52nd St, New York, NY, 10055 US |
| Company Size | 100-200 employees |
| Specialities & Services | Multi-Family Office |
| SIC Code | 6199 |
| DMA Code | San Francisco Bay Area |
| Founded | 2000 |
| Estimated Annual Revenue | $100M - 500M |
| Operating Status | Independent Company |
| Updated: | 2026-10-08 |
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 1935 | Privately Held | 1 - 25 | |
| - | Partnership | 25 - 100 | |
| 2018 | Partnership | 1-10 |
Estimated Website Traffic
The chart shows a decline in traffic to the bbrpartners.com website. In September, traffic decreased to 2138, compared to 2646 in the previous month. The highest traffic in 2026 was recorded in February, reaching 3160 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
BBR Partners's workforce includes employees across a wide range of tenure levels.
4% have been with the company for less than 1 year7% have been with the company for 1 to 2 years7% have been with the company for 3 to 4 years11% have been with the company for 5 to 7 years11% have been with the company for 8 to 10 years59% have been with the company for more than 11 years
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BBR Partners Corporate Information: FAQ
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