Niva WealthLet’s talk

Brett Barth

Managing Partner at BBR Partners

Investment adviser registrationNew York, NYSEC record checked 17 October 2026

5
Years in the industry
5
Years at the firm
1
Adviser firms
2
State registrations

IAPD record retrieved 17 October 2026SEC record

Brett Barth is Managing Partner of BBR Partners, LLC, a New York investment adviser managing $36.5B. Brett Barth has been registered through BBR Partners since 18 March 2021, has 5 years in the industry across 1 firm and has passed the Series 7 and Series 63.

Role at BBR Partners

Title on Schedule A
Managing Partner
Control
Brett Barth is not a control person of BBR Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Brett Barth has held the filed role since December 2010.

The firm

BBR Partners, LLC
New York, NY

Form ADV filed 30 July 2026

$36.5B AUM245 clients53 advisers3 offices

Career on record

Brett Barth has been registered through BBR Partners since March 2021.

Firms and exams, newest first
  1. Bbr Partners, LLCCurrent
    – present · 6 years
    New York, NY · Adviser representative · Firm CRD 109688
  2. Passed Series 63 · 1999
  3. Passed Series 7 · 1994

Registrations and exams

Brett Barth has a current investment-adviser registration in New York and Texas and has passed 2 qualifying exams.

New York30 April 2021
Scope
Investment adviser representative
Status
Approved
Texas18 March 2021
Scope
Investment adviser representative
Status
Approved, resident

Examinations

Series 635 February 1999
Name
Uniform Securities Agent State Law Examination
Series 727 December 1994
Name
General Securities Representative Examination

Individual record

Full name
Brett Harris Barth
CRD
2547806
Firm
BBR Partners, LLC
Registration status
Investment adviser registration
Office
55 EAST 52ND STREET, 18TH FLOOR, New York, NY 10055
Firm bio
bbrpartners.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

BBR Partners’ current directory lists Brett H. Barth as Co-CEO. BBR Partners directory

Common questions

Where does Brett Barth work?

Brett Barth has been Managing Partner of BBR Partners, LLC since December 2010.

Source: Form ADV, Schedule A, filed 30 July 2026

Is Brett Barth a financial advisor?

Yes. Brett Barth has a current investment-adviser registration in New York and Texas, through BBR Partners since March 2021, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Brett Barth have?

Brett Barth has worked in the financial industry for 5 years as of 17 October 2026, counted from 17 March 2021, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Brett Barth passed?

Brett Barth has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in December 1994.

Source: IAPD individual record, checked 17 October 2026

Where is Brett Barth based?

Brett Barth’s registered office is in New York, NY.

Source: IAPD individual record, checked 17 October 2026

Leadership at BBR Partners

Sources

  1. IAPD individual record, CRD 2547806. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of BBR Partners, LLC, filed 30 July 2026. Title, control and ownership bands.
  3. BBR Partners team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Brett Barth or BBR Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.