# 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.

- CRD: 109688
- Filed as: BBR PARTNERS, LLC
- Also doing business as: BBR PARTNERS (SF OFFICE), LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109688
- AdvisorCensus page: https://advisorcensus.com/firm/bbr-partners-llc-new-york-ny-109688

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $36,493,200,000
- Discretionary: $34,303,000,000
- Non-discretionary: $2,190,200,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 203 | $27,573,100,000 |
| Investment companies | 1 | $1,852,700,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 41 | $7,067,400,000 |

### 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)

### Firm details
- Registered since: 2000 (26 years)
- Employees: 175 total, 53 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Chicago, IL
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- bbrpartners.com
- LinkedIn @BBR-PARTNERS
- YouTube @BBRPARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $20,707,900,000 | 130 | June 15, 2021 |
| October 2022 | $25,967,700,000 | 160 | March 31, 2022 |
| October 2023 | $24,081,600,000 | 165 | March 31, 2023 |
| October 2024 | $28,082,600,000 | 170 | March 29, 2024 |
| October 2025 | $31,177,300,000 | 170 | July 30, 2025 |
| October 2026 | $36,493,200,000 | 175 | July 30, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BBR Partners, LLC (CRD 109688): Form ADV filing data as of October 2026.