Inactive

Sophie Holt

Bbr Partners, LLC

CRD 7617610

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Employer firm

Bbr Partners, LLC CRD 109688

$36.5B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Bbr Partners, Llc

55 East 52Nd Street 18Th Floor, New York, NY 10055 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-12-05

NY RA
APPROVED

Since 2022-12-05

Branch Locations

55 East 52Nd Street 18Th Floor, New York, NY 10055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
University Of Virginia	Charlottesville	VA	08/2015	05/2019
K2 Advisors	Stamford	CT	06/2017	08/2017
Bbr Partners	New York	NY	06/2018	08/2018
Bbr Partners	New York	NY	06/2019	06/2022
Bbr Partners	New York	NY	07/2022	Present

08/2015 → 05/2019

University Of Virginia

Charlottesville, VA
06/2017 → 08/2017

K2 Advisors

Stamford, CT
06/2018 → 08/2018

Bbr Partners

New York, NY
06/2019 → 06/2022

Bbr Partners

New York, NY
07/2022 → Present

Bbr Partners

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-12-05

S65 Uniform Investment Adviser Law Examination

2022-12-05

View on SEC IAPD

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