BBR PARTNERS, LLC
Total AUM
$36.5B
Employees
175Clients
245Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
55 EAST 52ND STREET
18TH FLOOR
NEW YORK
NY 10055
United States
18TH FLOOR
NEW YORK
NY 10055
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
212-313-9870
Other Offices
6
Financials
Total AUM
$36.5B
Accounts
1,875Discretionary
$34.3B
Accounts
1,860Non-Discretionary
$2.2B
Accounts
15
Clients
HNW Individual Clients
203AUM
$27.6B
Investment Company Clients
1AUM
$1.9B
Pooled Vehicle Clients
41AUM
$7.1B
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTDCDEFLGAIAIDILKSKYLAMAMDMEMIMOMTNCNENHNJNVNYOHOKORPARISCSDTNTXUTVAVTWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.