Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Bbr Partners, LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
BBR PARTNERS HOLDINGS, LPDirect owner · Schedule AInterest in BBR PARTNERS, LLC
75%+
BRETT HARRIS BARTHDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
EVAN MICHAEL ROTHDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
MICHAEL W ANSONDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
STEPHANIE JONES GROMEKDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
MICHAEL SCOTT GOLDBERGDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
TODD CASEY WHITENACKDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
STEVEN ROY KATZDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
SEAN ROBERT APGARDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
BARRY MARK KLAYMANDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
STEVEN DAVID PRESSMANDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
JENNIFER M JOYCEDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
JONATHAN G MILESDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
WILLIAM C PAGEDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
BBR PARTNERS HOLDINGS GP, LLCDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
RYAN K PRESTONDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
MARC RICHARD KOSLOWSKYDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
BENJAMIN SALOMON METZGERDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
SARAH ELIZABETH NORRISDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
JENNIFER NELSON RAYDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
JUSTIN RANDALL PETERSONDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
SARAH RUMPHDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
DARCY MCFADYENDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
BRANDON SCOTT PICKDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
SCOTT MATTHEW EHRLICHDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
JUSTIN ANDREW MOLINARODirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
NICOLE CECILE FRANKLIN DAVISDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
ELIZABETH ROSE CILLODirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
Nicholas Warren SquiresDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
BRADLEY R BERNARDDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
JORDAN R KARENDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
Gillian Ann MinardiDirect owner · Schedule AInterest in BBR PARTNERS, LLC
< 5%
LINCOLN PEAK CAPITAL, LLCIndirect owner · Schedule BInterest in LPC EVOLUTION 2, LLC
75%+
LPC EVOLUTION 2, LLCIndirect owner · Schedule BInterest in BBR PARTNERS HOLDINGS, LP
25% to < 50%
LPC EVOLUTION 2, LLCIndirect owner · Schedule BInterest in BBR PARTNERS HOLDINGS GP, LLC
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Bbr Partners, LLC.
Reported ownership and control details
Form ADV · Filing date 2026-07-30 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | BRETT HARRIS BARTHMANAGING PARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | MANAGING PARTNER12/2010 | Schedule APDF page 204 |
| 2 | EVAN MICHAEL ROTHMANAGING PARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | MANAGING PARTNER12/2010 | Schedule APDF page 204 |
| 3 | MICHAEL W ANSONPARTNER, CHIEF COMPLIANCE OFFICERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER, CHIEF COMPLIANCE OFFICER12/2010 | Schedule APDF page 204 |
| 4 | STEPHANIE JONES GROMEKPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2010 | Schedule APDF page 204 |
| 5 | MICHAEL SCOTT GOLDBERGPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2010 | Schedule APDF page 204 |
| 6 | TODD CASEY WHITENACKPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2010 | Schedule APDF page 204 |
| 7 | STEVEN ROY KATZPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2010 | Schedule APDF page 204 |
| 8 | SEAN ROBERT APGARPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2011 | Schedule APDF page 204 |
| 9 | BARRY MARK KLAYMANPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER05/2013 | Schedule APDF page 204 |
| 10 | STEVEN DAVID PRESSMANPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2014 | Schedule APDF page 204 |
| 11 | JENNIFER M JOYCEPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2015 | Schedule APDF page 204 |
| 12 | JONATHAN G MILESPARTNER, CHIEF OPERATING OFFICERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER, CHIEF OPERATING OFFICER12/2015 | Schedule APDF page 204 |
| 13 | WILLIAM C PAGEPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2015 | Schedule APDF page 204 |
| 14 | BBR PARTNERS HOLDINGS, LPMEMBERDomestic entity | BBR PARTNERS, LLC | 75% or moreCode E | Yes | MEMBER05/2016 | Schedule APDF page 204 |
| 15 | BBR PARTNERS HOLDINGS GP, LLCMANAGING MEMBERDomestic entity | BBR PARTNERS, LLC | Less than 5%Code NA | Yes | MANAGING MEMBER05/2016 | Schedule APDF page 204 |
| 16 | RYAN K PRESTONPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2016 | Schedule APDF page 204 |
| 17 | MARC RICHARD KOSLOWSKYPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2017 | Schedule APDF page 204 |
| 18 | BENJAMIN SALOMON METZGERPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2018 | Schedule APDF page 204 |
| 19 | SARAH ELIZABETH NORRISPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2019 | Schedule APDF page 204 |
| 20 | JENNIFER NELSON RAYPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2019 | Schedule APDF page 204 |
| 21 | JUSTIN RANDALL PETERSONPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2019 | Schedule APDF page 204 |
| 22 | SARAH RUMPHPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2019 | Schedule APDF page 204 |
| 23 | DARCY MCFADYENPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2020 | Schedule APDF page 204 |
| 24 | BRANDON SCOTT PICKPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2021 | Schedule APDF page 204 |
| 25 | SCOTT MATTHEW EHRLICHPARTNER, CHIEF TECHNOLOGY OFFICERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER, CHIEF TECHNOLOGY OFFICER12/2021 | Schedule APDF page 204 |
| 26 | JUSTIN ANDREW MOLINAROPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2022 | Schedule APDF page 204 |
| 27 | NICOLE CECILE FRANKLIN DAVISPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2022 | Schedule APDF page 204 |
| 28 | ELIZABETH ROSE CILLOPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2024 | Schedule APDF page 204 |
| 29 | Nicholas Warren SquiresPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER12/2024 | Schedule APDF page 204 |
| 30 | JOSHUA K FISHMANCHIEF FINANCIAL OFFICERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | CHIEF FINANCIAL OFFICER07/2025 | Schedule APDF page 204 |
| 31 | BRADLEY R BERNARDPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER01/2026 | Schedule APDF page 204 |
| 32 | JORDAN R KARENPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER01/2026 | Schedule APDF page 204 |
| 33 | Gillian Ann MinardiPARTNERIndividual | BBR PARTNERS, LLC | Less than 5%Code NA | No | PARTNER01/2026 | Schedule APDF page 204 |
| 34 | BRETT HARRIS BARTHMANAGERIndividual | BBR PARTNERS HOLDINGS GP, LLC | Percentage not specifiedCode F | Yes | MANAGER05/2016 | Schedule BPDF page 205 |
| 35 | EVAN MICHAEL ROTHMANAGERIndividual | BBR PARTNERS HOLDINGS GP, LLC | Percentage not specifiedCode F | Yes | MANAGER05/2016 | Schedule BPDF page 205 |
| 36 | BBR PARTNERS HOLDINGS GP, LLCGENERAL PARTNERDomestic entity | BBR PARTNERS HOLDINGS, LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER05/2016 | Schedule BPDF page 205 |
| 37 | LPC EVOLUTION 2, LLCLIMITED PARTNERDomestic entity | BBR PARTNERS HOLDINGS, LP | 25% to less than 50%Code C | Yes | LIMITED PARTNER09/2018 | Schedule BPDF page 205 |
| 38 | LINCOLN PEAK CAPITAL, LLCMANAGING MEMBERDomestic entity | LPC EVOLUTION 2, LLC | 75% or moreCode E | Yes | MANAGING MEMBER06/2018 | Schedule BPDF page 205 |
| 39 | LPC EVOLUTION 2, LLCMEMBERDomestic entity | BBR PARTNERS HOLDINGS GP, LLC | 25% to less than 50%Code C | Yes | MEMBER09/2018 | Schedule BPDF page 205 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 7/30/2026 5:40:48 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.