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Matthew Herman

BBR Partners, LLC

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About Matthew Herman

Matthew Herman is a registered Investment Advisor Representative in New York and Texas. He is currently employed by BBR Partners, LLC. Matthew has been active in the financial industry since 2010. Matthew has a Series 65 and is also registered with the state of New Jersey. He holds a Uniform Investment Adviser Law Examination, which was taken on 5/21/2022. In addition to his work at BBR Partners, LLC, Matthew is also a Consultant for Herman & Company CPAs, PC. He specializes in working with individuals, investment companies, pooled investment vehicles, insurance companies, and charitable organizations. The firm specializes in providing financial planning, portfolio management, and selection of other advisors.

Firm Information

Matthew Herman 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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Matthew Herman’s Registration & Firm History

NY

03/13/2024 - Present

BBR Partners, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/21/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Herman.
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