SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
BBR Partners, LLC
New York, NY
CRD 109688
Firm filing updated July 30, 2026 ·
- $36.5BAssets
- 245Clients
- 53Advisory staff
- 1,875Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals203
- Pooled vehicles41
- Investment companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 203 | $27.6 billion |
| Investment companies | 1 | $1.9 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 41 | $7.1 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 5 services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$36.5 billion
- Accounts1,875
- Discretionary$34.3 billion · 1,860 accounts
- Non-discretionary$2.2 billion · 15 accounts
People
- Employees175
- Advisory staff53
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
45 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 109688, SEC file 801-57219.
- Registered with the SEC as an investment advisor (status date on record: February 8, 2000).
Is BBR Partners, LLC a fiduciary?
Short answer: BBR Partners, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.