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BBR Partners, LLC logo

BBR Partners, LLC

NEW YORK, NY

Form ADV and provider website profile · CRD 109688 · regulatory data as of Jul 30, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for BBR Partners, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$36.5BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
1,875Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$34.3BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$2.2BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameBBR PARTNERS, LLC

CRD number109688

Firm foundedNot reported

SEC registration dateFeb 8, 2000

Employees175

Advisory professionals53

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

55 EAST 52ND STREET, NEW YORK, NY, 10055

212-313-9870

https://www.bbrpartners.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$36.5B

As of Jul 30, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth75.6%$27.6B
Other Pooled Vehicles19.4%$7.1B
Investment companies5.1%$1.9B

Percentages and AUM are shown from the same reported Form ADV client-type records.