BBR PARTNERS, LLC

CRD 109688 · SEC 801-57219

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55 EAST 52ND STREET, 18TH FLOOR, NEW YORK, NY, 10055, United States

Phone

212-313-9870

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$36.49B

Discretionary AUM

$34.30B

Team

175 total employees; 53 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Selection of other advisers

Client types

Type	Clients	AUM
High net worth individuals	203	$27.57B
Investment companies	1	$1.85B
Pooled investment vehicles	41	$7.07B

States served

VT, AL, AZ, CA, CO, DE, DC, GA, ID, IL, IA, KS, KY, LA, ME, MD, MA, MI, MT, NE, NV, NJ, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, CT, FL, SD

All web addresses on file

HTTPS://WWW.BBRPARTNERS.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/BBR-PARTNERS/
HTTPS://WWW.YOUTUBE.COM/@BBRPARTNERS

Official SEC filing: View on IAPD