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BBR PARTNERS, LLC

NEW YORK, NY · CRD 109688 · IAPD ↗ · bbrpartners.com · 212-313-9870

$36.49BRegulatory AUM
53Advisory reps
175Employees
0Clients
101-250Planning clients
41Private funds
42States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — BBR PARTNERS, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — BBR PARTNERS, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — BBR PARTNERS, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — BBR PARTNERS, LLC shrank from 60 to 55 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — BBR PARTNERS, LLC shrank from 65 to 60 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.