Bbr Partners, LLC

BBR Partners, LLC is a New York-based registered investment adviser established in 1999. The firm specializes in providing investment advisory services to wealthy families and individuals, managing assets totaling $31.2 billion as of December 31, 2024. BBR offers strategic asset allocation, due diligence on investment managers, ongoing monitoring, and administrative services. Clients can impose specific investment restrictions in writing. The firm charges an annual advisory fee based on a percentage of assets under management, with a minimum fee of $325,000 for assets under $50 million. BBR does not recommend the use of margin for investment purposes and treats cash as an asset class. The firm may allocate client assets across traditional and alternative investment managers and strategies. BBR does not charge performance-based fees for advisory clients but may charge fees in the BBR Funds. Clients have the option to invest in BBR Funds, which provide access to diversified portfolios of alternative investments. BBR does not receive compensation from third parties for recommending securities or investment products. Clients have the choice to engage BBR on a discretionary or non-discretionary basis, with the firm exercising discretion based on client objectives for discretionary accounts. BBR provides ongoing account reviews and offers proxy voting services for client securities. The firm has established cybersecurity measures to protect client information. For any inquiries, clients can contact the Chief Compliance Officer, Michael Anson.