The BBR PARTNERS, LLC is a privately held investment adviser that advises $36.53Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. BBR PARTNERS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 76.4% over the last 5-years.
The Group has been registered with the SEC for 26.49 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 55 EAST 52ND STREET 18TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 175 employees comprised of 53 investment and 122 non-investment staff. The total number of Employees increased by 34.62% over the last 5-years.
Their $36.53Bn in assets advised are owned by 41 private funds, 1 public fund and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $27.57Bn or 75.48% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $7.07Bn or 19.35% of Total Assets.
The Group's top investment strategies include Fund of Funds and Long/Short Equity, representing 78.91% and 21.09% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 11 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 39 private funds with $6.75Bn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
BBR PARTNERS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.