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Evan Roth

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

Evan Roth is Managing Partner of BBR Partners, LLC, a New York investment adviser managing $36.5B. Evan Roth has been registered through BBR Partners since 24 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
Evan Roth is not a control person of BBR Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Evan Roth 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

Evan Roth 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 7 and Series 63 · 1994

Registrations and exams

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

New York24 March 2021
Scope
Investment adviser representative
Status
Approved
Texas24 March 2021
Scope
Investment adviser representative
Status
Approved

Examinations

Series 633 August 1994
Name
Uniform Securities Agent State Law Examination
Series 723 February 1994
Name
General Securities Representative Examination

Individual record

Full name
Evan Michael Roth
CRD
2445363
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 Evan M. Roth as Co-CEO. BBR Partners directory

Common questions

Where does Evan Roth work?

Evan Roth has been Managing Partner of BBR Partners, LLC since December 2010.

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

Is Evan Roth a financial advisor?

Yes. Evan Roth 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 Evan Roth have?

Evan Roth has worked in the financial industry for 5 years as of 17 October 2026, counted from 23 March 2021, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Evan Roth passed?

Evan Roth has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in February 1994.

Source: IAPD individual record, checked 17 October 2026

Where is Evan Roth based?

Evan Roth’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 2445363. 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 Evan Roth or BBR Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.