Wealth manager, independent · New York, NY
BBR Partners, LLC
SEC-registered investment adviser · CRD 109688 · SEC 801-57219
At a glance
BBR Partners, LLC is an SEC-registered investment adviser based in New York, New York, with $36B in regulatory assets under management as of its Form ADV filed July 30, 2026. It reports 203 individual clients, 203 of them high-net-worth, holding an average of about $136 million each, and 175 employees. That ranks it 29th among the nation’s 5,657 independent wealth management RIAs and 3rd of 408 in New York. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 212-313-9870bbrpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $36B
- Rank among independent wealth managers
- #29 of 5,657
- Rank among all SEC RIAs
- #562 of 17,210
- Rank in New York
- #3 of 408
- Individual clients
- 203
- High-net-worth clients
- 203
- Accounts
- 1,875
- Discretionary
- 94% of AUM
- Employees
- 175
- Advisory staff
- 53
- Offices
- 6
Owners and executives on its Form ADV
- Brett H. BarthManaging Partner
- Evan M. RothManaging Partner
- Michael W AnsonPartner, Chief Compliance Officer
- Stephanie J. GromekPartner
- Michael S. GoldbergPartner
- Todd C. WhitenackPartner
- Steven R. KatzPartner
- Sean R. ApgarPartner
- Barry M. KlaymanPartner
- Steven D. PressmanPartner
- Jennifer M JoycePartner
- Jonathan G MilesPartner, Chief Operating Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
BBR Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 203 | $28B | 76% |
| Pooled investment vehicles | 41 | $7.1B | 19% |
| Investment companies | 1 | $1.9B | 5% |
Private funds
BBR Partners, LLC reports 41 private funds with $7.1B in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
BBR Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗bbrpartners.com ↗
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The full record on BBR Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 116 peers of its type and size
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- Owners and executives, with titles and stakes
- 31 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in New York
All of New York →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Cerity Partners LLCNew York | $162B | 24,945 |
| Rockefeller Capital ManagementNew York | $37B | 5,931 |
| Wealthspire AdvisorsNew York | $34B | 9,736 |
| Goldman Sachs Wealth Services, L.P.Cohoes | $32B | 115,350 |
| Tiedemann Advisors, LLCNew York | $31B | 407 |
| Silvercrest Asset Management Group LLCNew York | $28B | 1,081 |
Compare BBR Partners, LLC with
- BBR Partners, LLC vs Focus Advisor Solutions, LLC $41B · St. Louis, MO
- BBR Partners, LLC vs Rockefeller Capital Management $37B · New York, NY
- BBR Partners, LLC vs Wealthspire Advisors $34B · New York, NY
- BBR Partners, LLC vs Clearstead; Clearstead Advisory Solutions $34B · Cleveland, OH
Background
Questions
How much does BBR Partners, LLC manage?
BBR Partners, LLC reports $36B in regulatory assets under management across 1,875 accounts, 94% of it on a discretionary basis, on its Form ADV filed July 30, 2026.
How many clients does BBR Partners, LLC have?
It reports 203 individual clients: 203 high-net-worth individuals and 0 other individuals. Individuals account for about 76% of its regulatory assets.
Where is BBR Partners, LLC headquartered?
Its main office is in New York, New York. It reports 6 offices in total and 175 employees, 53 of whom perform investment advisory functions.
How does BBR Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does BBR Partners, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 30, 2026, it reports these amounts held: Charles Schwab ($8.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is BBR Partners, LLC a hybrid RIA with a broker-dealer?
BBR Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is BBR Partners, LLC a fiduciary?
As an SEC-registered investment adviser, BBR Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is BBR Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →