Bbr Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $36.5B in regulatory assets under management, 175 employees, 6 offices, and 1,875 accounts.
Assets Under Management
$36.5B
Employees
175
Offices
6 offices
Total Clients
415
Primary office
NEW YORK, NY
55 EAST 52ND STREET, 18TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Source verified May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.9% of total clients.
Top client categories% of clientsClients
1
HNWI
48.9%
203
2
Individuals
20.5%
85
3
Charitable
13.3%
55
4
Pooled Investment Vehicles
9.9%
41
5
Corporations
7.2%
30
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$36.5Bas of March 31, 2026
Discretionary94.0%
$34.3B
94% of total RAUM94.0%
Non-discretionary6.0%
$2.2B
6% of total RAUM6.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$36.5B
Total Accounts1,875
10Y AUM Change+$24.0B (+192.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees175
Clients per Employee2:1
10Y Employee Change+85 (+94.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.