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William Page

Partner at BBR Partners

Investment adviser registrationSEC record checked 18 October 2026

5
Years in the industry
5
Years at the firm
1
Adviser firms
2
State registrations

IAPD record retrieved 18 October 2026SEC record

William Page is Partner of BBR Partners, LLC, a New York investment adviser managing $36.5B. William Page has been registered through BBR Partners since 30 April 2021 and has 5 years in the industry across 1 firm.

Role at BBR Partners

Title on Schedule A
Partner
Control
William Page is not a control person of BBR Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
William Page has held the filed role since December 2015.

The firm

BBR Partners, LLC
New York, NY

Form ADV filed 30 July 2026

$36.5B AUM245 clients53 advisers3 offices

Career on record

William Page has been registered through BBR Partners since April 2021.

Firms and exams, newest first
  1. Bbr Partners, LLCCurrent
    – present · 5 years
    , · Adviser representative · Firm CRD 109688

Registrations and exams

William Page has a current investment-adviser registration in Connecticut and New York and has passed 0 qualifying exams.

Connecticut26 January 2023
Scope
Investment adviser representative
Status
Approved
New York30 April 2021
Scope
Investment adviser representative
Status
Approved

Examinations

No examinations are on William Page’s record.

Individual record

Full name
William Chapman Page
CRD
6627696
Firm
BBR Partners, LLC
Registration status
Investment adviser registration
Firm bio
bbrpartners.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

BBR lists William C. Page as a partner and director of Investment Research. BBR Partners official directory

Common questions

Where does William Page work?

William Page has been Partner of BBR Partners, LLC since December 2015.

Source: Form ADV, Schedule A, filed 30 July 2026

Is William Page a financial advisor?

Yes. William Page has a current investment-adviser registration in Connecticut and New York, through BBR Partners since April 2021, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does William Page have?

William Page has worked in the financial industry for 5 years as of 18 October 2026, counted from 29 April 2021, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

Leadership at BBR Partners

Sources

  1. IAPD individual record, CRD 6627696. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of BBR Partners, LLC, filed 30 July 2026. Title, control and ownership bands.
  3. BBR Partners team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with William Page or BBR Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.