Bbr Partners, Llc (New York)
Bbr Partners, Llc Is a Large Advisory Firm Based in New York. It Manages $15.89 Billion of Regulatory Assets for 3,670 Client Accounts. It Has Been Registered...
Bbr Partners, LLC is a large advisory firm based in New York. It manages $15.89 billion of regulatory assets for 3,670 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Connecticut, and 27 other states.
Bbr Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
Bbr Partners: assets under management
The assets under management (AUM) of Bbr Partners, LLC is $15.89 billion. The firm's AUM has grown by 3913% since the beginning of its operation, and $1.63 billion of the total AUM is attributable to clients outside of the United States.
The firm manages $13.75 billion in discretionary accounts and $2.14 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.97 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10.18 million.
Bbr Partners has custody of $659.8 million in cash and securities for 194 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in exchange traded securities the most. They account for 33% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 23% of the firm’s portfolio. Investments in investment and business development companies form 13% of the total invested assets.
David Miller brings 15 years of experience in global economics, personal finance strategy, and market dynamics. He specializes in turning complex economic trends into actionable insights for everyday readers.
