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BBR Partners, LLC
BBR Partners, LLC is a boutique wealth management and registered investment advisory firm headquartered in New York, NY, with additional offices in Chicago, San Francisco, and Melville, NY. Founded in 1999, BBR Partners primarily serves ultra-high-net-worth individuals, families, family partnerships, foundations, and charitable organizations. Known for its highly customized approach, the firm offers comprehensive investment management, wealth advisory, and administrative services. As of late 2023, the firm managed assets for over 174 client families. BBR has grown steadily since inception and is distinguished by its specialization in multi-disciplinary wealth strategies tailored to client objectives, with over 100 employees.
Investment Strategy
BBR Partners executes a highly individualized investment strategy for each client, focusing on strategic asset allocation aligned with specific investment objectives. The firm acts as a manager of managers, conducting detailed qualitative and quantitative due diligence to allocate assets across a range of traditional and alternative strategies—including third-party managed equity and fixed income, mutual funds, ETFs, private funds, and BBR-administered vehicles. Their holistic approach integrates estate, tax, insurance, philanthropic planning, and administrative support to offer broad diversification and long-term growth and preservation, while remaining responsive to liquidity and unique client restrictions. The strategy combines long- and short-term positions, active trading, and risk controls for optimal outcomes.
Latest 13F Filing Activity
BBR Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 232 equity positions with a total 13F market value of $2B. The fund increased holdings in Ab Active Etfs Inc., SPDR S&P 500 Etf TR, Ishares TR among other positions. BBR Partners, LLC reduced exposure to KKR & Co. Inc., Apple Inc., Abbvie Inc. among others.
Top Holdings
Equity Positions (232)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 38.88% | $624.6M | 1,010,922 | $254.43 | $617.85 | +$69.9M |
I IVV | ISHARES TR | 7.32% | $117.6M | 189,448 | $520.15 | $620.90 | +$11.2M |
I ILOW | AB ACTIVE ETFS INC | 5.71% | $91.8M | 2,204,489 | $41.63 | $41.63 | +$91.8M |
U UPS | UNITED PARCEL SERVICE INC | 4.75% | $76.4M | 756,415 | $197.56 | $100.94 | +$5.4M |
H HAYW | HAYWARD HLDGS INC | 3.94% | $63.4M | 4,591,730 | $15.23 | $13.80 | +$2.0M |
Industry Allocation
Investment Team (17)
| Name | Role | Location | |
|---|---|---|---|
 | Vice President of Investment Research | New York, NY , United States | |
 | Partner, Head of Investment Research | Westfield, NJ , United States | |
 | Partner | New York, NY , United States | |
 | Senior Investment Research Associate | New York, NY , United States | |
 | Senior Associate | New York, NY , United States | |
 | Vice President of Trading | New York, NY , United States | |
 | Associate | Chicago, IL , United States | |
C Connor Gunsalus | Vice President of Investment Research | United States | |
 | Trading Senior Associate | United States | |
 | Associate | Chicago, IL , United States |
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