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Gazelle Brown Summe

BBR Partners, LLC

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About Gazelle Brown Summe

Gazelle Brown Summe is a financial advisor with BBR Partners, LLC, providing financial planning and portfolio management services to a variety of clients, including individuals, families, trusts, corporations, investment companies, and pooled investment vehicles. Gazelle has been in the industry since 2011 and has a broad range of experience, having previously worked at Bessemer Trust and Dodge & Cox. Gazelle is a Certified Financial Planner and holds the Series 6, 7, 63, and 66 licenses.

Firm Information

Gazelle Summe is currently registered with BBR Partners, LLC. BBR Partners, LLC is an investment advisor with offices in NEW YORK, NY, United States. They have over 60 investment advisor representatives and manage over $28 billion in assets for individuals, families, corporations, and pooled investment vehicles. Their services include financial planning, portfolio management, and selection of other advisors.
BBR Partners, LLC

55 EAST 52ND STREET

NEW YORK, NY 10055

$28.08B

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Gazelle Summe’s Registration & Firm History

NY

05/12/2023 - Present

BBR Partners, LLC (NEW YORK NY)

CA

07/06/2017 - 11/11/2021

BESSEMER INVESTOR SERVICES, INC. (SAN FRANCISCO CA)

CA

06/01/2011 - 06/14/2013

FORESIDE FUNDS DISTRIBUTORS LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 09/28/2017

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/31/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2017

Series 7 - General Securities Representative Examination

BC

Issued 05/31/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gazelle Brown Summe.
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