3B1 PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
300835
Registered since
July 30, 2019

Firm profile

FINTRX

Assets & Accounts

3b1 Partners, LLC reports no separate advisory clients and an average client size of $0.00, which indicates the firm operates primarily through pooled investment vehicles rather than individual or traditional advisory accounts. The firm advises two private funds; the reported average fund size is $195.8M, implying aggregate fund assets of roughly $391.6M across those vehicles. One of the funds identified is a private equity vehicle with reported assets of $142.0M. Fund ownership is concentrated among 46 owners, with an average ownership stake of 8.0% per owner.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ALBERT DIAZ-SILVEIRA

    Chief Compliance OfficerCRD 7630430

Contacts

2 of 2
  • Rodrigo Bitar

    PresidentCRD 7080934

  • EDUARDO CISNEROS

    Treasurer And SecretaryCRD 3035347

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
650 Fifth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth