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BBR Partners

SEC-registered adviser since 2000New York, NYCRD 109688

$36.5B
AUM
245
Clients
See fees
Fee
53
Advisory staff

From Form ADV filed 30 July 2026 · data retrieved 15 October 2026SEC record

BBR Partners is an investment adviser headquartered in New York, New York, and registered with the SEC since 2000. Its clients include high-net-worth individuals, pooled investment vehicles and investment companies. High-net-worth individuals account for 76% of its regulatory assets under management.

Its services include financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and selecting other managers. Fee arrangements include a percentage of assets under management, fixed fees and performance-based fees. BBR Partners Holdings, LP owns 75% or more of BBR Partners.

Clients

BBR Partners serves 245 clients, 203 of them high-net-worth individuals. The average client has about $149 million with the firm, and high-net-worth clients hold 76% of its $36.5 billion in assets.

Regulatory assets by client type
  • High-net-worth individuals203 clients76%
  • Investment companies1 clients5%
  • Pooled investment vehicles41 clients19%
Show client breakdown
High-net-worth individuals
Clients
203
Regulatory AUM
$27,573,100,000
Share
75.6%
Avg. per client
$135.8M
Investment companies
Clients
1
Regulatory AUM
$1,852,700,000
Share
5.1%
Avg. per client
$1.85B
Pooled investment vehicles
Clients
41
Regulatory AUM
$7,067,400,000
Share
19.4%
Avg. per client
$172.4M

Total

Clients
245
Regulatory AUM
$36,493,200,000
Share
100%
Avg. per client
$149.0M

What it does

BBR Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and selecting other managers. It is paid through a percentage of assets, fixed fees and performance-based fees.

BBR Partners provided financial planning to 101–250 clients last fiscal year and advises 41 private funds.

94.0% of assets ($34.30B across 1,860 accounts) are managed with discretion; $2.19B across 15 accounts are not. 4% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks30%
    • Exchange-traded equities24%
    • Non-exchange-traded equities6%
  • Funds53%
    • Pooled vehicles35%
    • Registered funds18%
  • Bonds9%
    • State and local bonds8%
    • U.S. government and agency bonds1%
  • Cash7%
  • Other1%
    • Private investments that do not fall under the above listed item (x).1%

Custodians

BBR Partners’ client accounts are held mainly at Charles Schwab, with 23% of managed assets. BBR Partners has custody of $2.66B for 167 clients.

Managed account assets by custodian
  • Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $8.28B23%
  • All other custodians$28.21B77%

Ownership and leadership

BBR Partners Holdings, LP owns 75% or more of BBR Partners.

Who owns the firm
BBR Partners, LLC· the adviser

  • BBR Partners Holdings, LP

    Control person · since May 2016

    Owns 75% or more of BBR Partners, LLC

Leadership

  • Joshua Fishman
    Chief Financial Officer
  • Jonathan Miles
    Partner, Chief Operating Officer
  • Michael Anson
    Partner, Chief Compliance Officer
  • Sean Apgar
    Partner
  • Brett Barth
    Managing Partner
  • Bradley Bernard
    Partner
  • Elizabeth Cillo
    Partner
  • Nicole Davis
    Partner
  • Scott Ehrlich
    Partner, Chief Technology Officer
  • Michael Goldberg
    Partner
  • Stephanie Gromek
    Partner
  • Jennifer Joyce
    Partner
  • Jordan Karen
    Partner
  • Steven Katz
    Partner
  • Barry Klayman
    Partner
  • Marc Koslowsky
    Partner
  • Darcy McFadyen
    Partner
  • Benjamin Metzger
    Partner
  • Gillian Minardi
    Partner
  • Justin Molinaro
    Partner
  • Sarah Norris
    Partner
  • William Page
    Partner
  • Justin Peterson
    Partner
  • Brandon Pick
    Partner
  • Steven Pressman
    Partner
  • Ryan Preston
    Partner
  • Jennifer Ray
    Partner
  • Evan Roth
    Managing Partner
  • Sarah Rumph
    Partner
  • Nicholas Squires
    Partner
  • Todd Whitenack
    Partner

Staff

  • 175 employees
  • 53 in advisory functions
  • 53 state-registered reps

Reported holdings

BBR Partners’ reported 13F holdings total $2.13B across 250 positions, and the ten largest make up 70.0% of it.

$2.13B
Reported 13F value
250
Positions
70.0%
In the 10 largest
+19.0%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. SPDR S&P 500 ETF TR · TR Unit37.6%
  2. AB Active ETFS Inc. · Intl Low Volatlt10.4%
  3. iShares TR · Core S&P500 ETF7.9%
  4. United Parcel Service Inc. · CL B3.8%
  5. Apple Inc.2.6%
  6. Exchange Listed Fds TR · Long Pond Real E1.8%
  7. Vanguard Index Fds · S&P 500 ETF Shs1.8%
  8. Vanguard World Fds · Inf Tech ETF1.4%
  9. Alphabet Inc. · Cap Stk CL A1.4%
  10. Invesco Exchange Traded FD T · S&P500 Eql Wgt1.2%

Together, the ten largest are 70.0% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 11 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $2.13B is not its $36.49B in regulatory assets and does not represent any individual client's portfolio.

Fees

BBR Partners is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.

BBR Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, BBR Partners has 5 offices (3 private residences, listed without an address), with 3 listed addresses across 3 states.

Listed office addresses by state

New York · 1 listed address

  • 55 East 52nd Street, 18th Floor, New YorkHQ

Other business names

BBR Partners has reported 1 other business name to the SEC.

  • BBR Partners (SF Office), LLC

Registration details

Legal name
BBR Partners, LLC
Headquarters
55 East 52nd Street, 18th Floor, New York, NY 10055
Phone
212-313-9870
Website
www.bbrpartners.com
SEC file
801-57219
Structure
Delaware LLC
Fiscal year end
December

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. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does BBR Partners have?

BBR Partners has 245 clients and manages $36.5 billion for them, as of July 2026. They include 203 high-net-worth individuals, 41 pooled investment vehicles and 1 investment companies.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026

What services does BBR Partners offer?

BBR Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does BBR Partners use?

BBR Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $8,281,600,000. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026

How many financial advisors does BBR Partners have?

BBR Partners has 53 investment adviser representatives registered with state securities authorities, out of 175 employees, and 53 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does BBR Partners invest in?

At the end of its last fiscal year, BBR Partners’ separately managed accounts held 35% pooled vehicles (private funds and similar), 24% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 8% state and local bonds, 7% cash and equivalents, 6% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% private investments that do not fall under the above listed item (x).. It advises 41 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns BBR Partners?

BBR Partners is owned through a chain of holding companies by Lincoln Peak Capital, LLC. Its direct owner is BBR Partners Holdings, LP (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 30 July 2026

How does BBR Partners get paid?

BBR Partners is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 30 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 109688.
  3. Form 13F-HR, filed 11 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with BBR Partners, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.