BBR Partners, LLC
NEW YORK, NY
Form ADV and provider website profile · CRD 109688 · regulatory data as of Jul 30, 2026
This profile compiles reported firm AUM, regulatory account 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.
1,875Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$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.
$36.5BTotal Firm AUM
$34.3BDiscretionary AUM
$2.2BNon-discretionary AUM
1,875Total accounts
1,860Discretionary accounts
15Non-discretionary accounts
Client Mix by Firm AUM
$36.5BFirm AUM
High-Net-Worth75.6%
Other Pooled Vehicles19.4%
Investment companies5.1%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth75.6%
203 clients$27.6B firm assets
Other Pooled Vehicles19.4%
41 clients$7.1B firm assets
Investment companies5.1%
1 clients$1.9B firm assets
Reported total245 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $27.6B | 203 | 75.6% |
| Other Pooled Vehicles | $7.1B | 41 | 19.4% |
| Investment companies | $1.9B | 1 | 5.1% |
| Reported total | $36.5B | 245 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…