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Kevin Francis Mahon

BBR Partners, LLC

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About Kevin Francis Mahon

Kevin Francis Mahon is an Investment Advisor Representative with BBR Partners, LLC. Kevin is registered with the state of New Jersey, New York and Texas. Kevin has been a registered investment advisor for more than 5 years. Kevin has a Series 65 license, which is a uniform investment advisor law examination. Kevin has been involved in the financial industry for more than 10 years. BBR Partners, LLC is based in New York and has offices in New York and Madison, NJ. The firm has a total of 60 Investment Advisor Representatives and manages assets for individuals, investment companies, pooled investment vehicles, charitable organizations, corporations, and insurance companies.

Firm Information

Kevin Mahon 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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Kevin Mahon’s Registration & Firm History

NY

06/28/2021 - Present

BBR Partners, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/24/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Francis Mahon.
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