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Marc Koslowsky

Partner at BBR Partners

Investment adviser registrationSEC record checked 18 October 2026

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

IAPD record retrieved 18 October 2026SEC record

Marc Koslowsky is Partner of BBR Partners, LLC, a New York investment adviser managing $36.5B. Marc Koslowsky has been registered through BBR Partners since 21 June 2021 and has 5 years in the industry across 1 firm.

Role at BBR Partners

Title on Schedule A
Partner
Control
Marc Koslowsky is not a control person of BBR Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Marc Koslowsky has held the filed role since December 2017.

The firm

BBR Partners, LLC
New York, NY

Form ADV filed 30 July 2026

$36.5B AUM245 clients53 advisers3 offices

Career on record

Marc Koslowsky has been registered through BBR Partners since June 2021.

Firms and exams, newest first
  1. Bbr Partners, LLCCurrent
    – present · 5 years
    , · Adviser representative · Firm CRD 109688

Registrations and exams

Marc Koslowsky has a current investment-adviser registration in New Jersey and New York and has passed 0 qualifying exams.

New Jersey6 January 2023
Scope
Investment adviser representative
Status
Approved
New York21 June 2021
Scope
Investment adviser representative
Status
Approved

Examinations

No examinations are on Marc Koslowsky’s record.

Individual record

Full name
Marc Richard Koslowsky
CRD
5649518
Firm
BBR Partners, LLC
Registration status
Investment adviser registration
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 identifies Marc R. Koslowsky as head of Investment Research. Official firm biography/team page

Education

Common questions

Where does Marc Koslowsky work?

Marc Koslowsky has been Partner of BBR Partners, LLC since December 2017.

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

Is Marc Koslowsky a financial advisor?

Yes. Marc Koslowsky has a current investment-adviser registration in New Jersey and New York, through BBR Partners since June 2021, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Marc Koslowsky have?

Marc Koslowsky has worked in the financial industry for 5 years as of 18 October 2026, counted from 20 June 2021, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

Leadership at BBR Partners

Sources

  1. IAPD individual record, CRD 5649518. 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 18 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 Marc Koslowsky or BBR Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.