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3B1 PARTNERS, LLC

NEW YORK, NY · CRD 300835 · IAPD ↗ · 212-916-2403

$391.6MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
September 2026 — 3B1 PARTNERS, LLC (NEW YORK, NY) is newly SEC-registered with $391.6M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.