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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does BBR Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does BBR Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns BBR Partners?","answer":"BBR Partners is owned through a chain of holding companies by Lincoln Peak Capital, LLC. 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