BBR PARTNERS, LLC

CRD 109688File 801-57219

APPROVED

Retail clients

Custody

Filing as of Jul 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$36.49B

Top 10% of cohort (national)

Discretionary AUM

$34.30B

Non-discretionary $2.19B

Clients

245

1,875 accounts

Employees

175

Top 10% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Feb 8, 2000
Principal office: 55 EAST 52ND STREET, 18TH FLOOR, NEW YORK, NY, 10055
Phone: 212-313-9870
Website: HTTPS://WWW.BBRPARTNERS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $36.49B
Discretionary AUM: $34.30B
Non-discretionary AUM: $2.19B
Discretionary accounts: 1,860
Non-discretionary accounts: 15
Total accounts: 1,875
AUM per client: $149.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	1	$1.85B
High net worth individuals	203	$27.57B
Pooled investment vehicles	41	$7.07B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.