AdvisorCensus / Financial advisors / New York / New York / BBR Partners, LLC
BBR Partners, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2000, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.
Quick answers
From the filingHow is BBR Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), BBR Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
What does BBR Partners, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $50,000,000: 0.65% a year; $50,000,000 to $100,000,000: 0.5% a year; Above $100,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is BBR Partners, LLC located?
BBR Partners, LLC's principal office is in New York, NY, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is BBR Partners, LLC registered with the SEC or a state?
BBR Partners, LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109688.
How much does BBR Partners, LLC manage?
BBR Partners, LLC reports $36,493,200,000 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (94% discretionary).
How have BBR Partners, LLC's assets and staff changed since 2021?
In the Form ADV data for BBR Partners, LLC: Regulatory assets under management: $20,707,900,000 in the October 2021 data and $36,493,200,000 in the October 2026 data, up 76%. Total employees: 130 in October 2021 and 175 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does BBR Partners, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (203); pooled investment vehicles (other than investment companies and business development companies) (41); investment companies (1).
Which custodians does BBR Partners, LLC use?
BBR Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does BBR Partners, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109688
What changed in BBR Partners, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 55 to 53. Regulatory assets under management went from $31,177,300,000 to $36,493,200,000 (+17%). Registered or notice-filed in MI. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $50,000,000 | 0.65% |
| $50,000,000 to $100,000,000 | 0.5% |
| Above $100,000,000 | See the brochure |
The brochure's wording
Our standard annual client advisory fee schedule is as follows: Market Value of Portfolio % of Assets First $50 million 0.65% Balance over $50 million 0.50% Balance over $100 million Customized
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$36,493,200,000 as of October 2026, filing dated July 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Also doing business as
- BBR PARTNERS (SF OFFICE), LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2000 (26 years)
- Employees
- Total: 175. Performing investment advisory functions: 53.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the August 2026 filing
- States registered or notice-filed
-
42 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $36,493,200,000 | 175 | July 30, 2026 |
| October 2025 | $31,177,300,000 | 170 | July 30, 2025 |
| October 2024 | $28,082,600,000 | 170 | March 29, 2024 |
| October 2023 | $24,081,600,000 | 165 | March 31, 2023 |
| October 2022 | $25,967,700,000 | 160 | March 31, 2022 |
| October 2021 | $20,707,900,000 | 130 | June 15, 2021 |
Regulatory assets under management: $20,707,900,000 in the October 2021 data and $36,493,200,000 in the October 2026 data, up 76%.
Total employees: 130 in October 2021 and 175 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 55 to 53.
- Regulatory assets under management went from $31,177,300,000 to $36,493,200,000 (+17%).
- Registered or notice-filed in MI.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. BBR Partners, LLC (CRD 109688): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bbr-partners-llc-new-york-ny-109688