BBR PARTNERS, LLC
SEC RegisteredWe are an independent boutique wealth management firm.
About the firm
BBR Partners is an independent boutique wealth management firm offering highly customized investment strategies, bespoke advice, and simplified complexity for a select group of wealthy families. For over 25 years, the firm has maintained its boutique culture with a personalized, holistic approach to family wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized Investment Management (as an independent manager of managers accessing global investment talent), Multidisciplinary Wealth Advisory (holistic, fully integrated approach for wealthy families and individuals), and Portfolio Administration & Reporting (simplifying complexity with clarity and transparency).
Who they serve
A select group of wealthy families and individuals.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 203 | $27.6B |
| Pension/Profit Sharing Plans | 41 | $7.1B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
57 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $50 million | 0.65% |
| Balance over $50 million | 0.50% |
| Balance over $100 million | 0.00% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BBR PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.