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Sean Apgar

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
3
State registrations

IAPD record retrieved 18 October 2026SEC record

Sean Apgar is Partner of BBR Partners, LLC, a New York investment adviser managing $36.5B. Sean Apgar has been registered through BBR Partners since 18 March 2021 and has 5 years in the industry across 1 firm.

Role at BBR Partners

Title on Schedule A
Partner
Control
Sean Apgar is not a control person of BBR Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Sean Apgar has held the filed role since December 2011.

The firm

BBR Partners, LLC
New York, NY

Form ADV filed 30 July 2026

$36.5B AUM245 clients53 advisers3 offices

Career on record

Sean Apgar has been registered through BBR Partners since March 2021.

Firms and exams, newest first
  1. – present · 6 years
    , · Adviser representative · Firm CRD 109688

Registrations and exams

Sean Apgar has a current investment-adviser registration in New Jersey, New York and Texas and has passed 0 qualifying exams.

New Jersey6 January 2023
Scope
Investment adviser representative
Status
Approved
New York30 April 2021
Scope
Investment adviser representative
Status
Approved
Texas18 March 2021
Scope
Investment adviser representative
Status
Approved, resident

Examinations

No examinations are on Sean Apgar’s record.

Individual record

Full name
Sean Robert Apgar
CRD
5613207
Registration status
Investment adviser registration

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 Sean R. Apgar as co-head of Portfolio & Wealth Advisory. Official firm biography/team page

Education

Credentials and memberships

Common questions

Where does Sean Apgar work?

Sean Apgar has been Partner of BBR Partners, LLC since December 2011.

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

Is Sean Apgar a financial advisor?

Yes. Sean Apgar has a current investment-adviser registration in New Jersey, New York and Texas, through BBR Partners since March 2021, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Sean Apgar have?

Sean Apgar has worked in the financial industry for 5 years as of 18 October 2026, counted from 17 March 2021, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

Leadership at BBR Partners

Sources

  1. IAPD individual record, CRD 5613207. 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 Sean Apgar or BBR Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.