BBR Partners, LLC

Overview

BBR Partners, LLC is a multi-family office founded in 2000. It provides financial planning and portfolio management to high-net-worth individuals, along with portfolio management for investment companies and pooled vehicles, and selects other advisers. Investment interests include fund-of-funds strategies targeting long-term, risk-adjusted returns. The firm is registered with the SEC as an investment adviser and reported $36.5B in regulatory assets under management on its latest Form ADV. Its reported client types include high net worth individuals, investment companies and pooled vehicles.

Services

• Financial planning
• Portfolio management
• Adviser selection

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Selecting other advisers

Location

See more firms in New York and New York.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 109688), filed 07/30/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.