Nicholas
Squires

Bbr Partners, LLC

CRD#7345259
Investment Advisor
in New York, NY

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About this Advisor

Nicholas Squires is a financial advisor based in New York, New York, working with Bbr Partners, LLC. Nicholas has previously held a position at Bbr Partners and is registered to provide services in Connecticut and New York. Currently, Nicholas is part of Bbr Partners, LLC, which operates out of New York, New York. The firm has 5 offices and 170 employees. The firm manages assets totaling $28.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Bbr Partners, LLC includes asset-based, fixed, and performance-based fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

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

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Bbr Partners, LLC Brokerage Details

Total Assets Under Management

$28,082,600,000

NY Average: $7,464,549,021
Total Number of Employees

170

NY Average: 88
Total Number of Accounts

4,600

NY Average: 3,892
Average Account Size

$6,104,913

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Nicholas Squires Work History

2017 - Present (7 years)

Bbr Partners

2014 - 2017 (3 years)

Bbr Partners

Disclosures

Please visit the SEC profile of Nicholas Squires to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bbr Partners, LLC

Nikita Mutalik
Berkeley Heights, NJ
Matthew Barsalona
Hoboken, NJ
Charles Luzio
New York, NY
Robert Pierce
New York, NY
Nicholas Squires
New York, NY
William Carter
New York, NY
Gabriela Canaan
New York, NY
Michael Darosa
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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