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- Custodian
- BMO Harris · BNY Mellon · Broadridge · Capital Bank · Charles Schwab & Company · Fidelity/NFS · Goldman Sachs · Merrill Lynch · US Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-08-2000
- Office Locations
- 6
Office Locations
About BBR Partners, LLC
BBR Partners is an independent boutique wealth management firm serving a select group of wealthy families and individuals. It builds highly customized portfolios as an objective manager-of-managers, using relationships and scale to access global investment talent and opportunities. The team complements investment management with multidisciplinary, holistic wealth advisory plus portfolio administration and transparent reporting, grounded in a 25+ year boutique culture.
Reported data analysis
What the numbers show
Between July 30, 2025 and July 30, 2026, reported AUM increased 17.1%, from $31.2B to $36.5B.
Across 5 reported observations, AUM increased 40.5% between March 31, 2022 and July 30, 2026, from $26.0B to $36.5B.
Of the latest reported AUM, 94.0% is discretionary and 6.0% is non-discretionary.
The firm reports 53 advisory representatives and 245 clients, or 4.6 clients per representative. That equates to $149.0M in reported AUM per client.
The profile lists 6 reported office locations and 26 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full BBR Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL W ANSON
Chief Compliance Officer, PARTNER
- CRD
- #2432585
- Ownership
- Less than 5%
SEAN ROBERT APGAR
PARTNER, Wealth Advisor
- CRD
- #5613207
- Ownership
- Less than 5%
Showing 2 of 31 owners & executives
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Matthew Russell Barsalona
Senior Associate
- CRD
- #7247500
Stephen Peter Cain
Wealth Advisor
- CRD
- #6820482
Showing 2 of 66 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,303,000,000 | $18,442,473 |
| Non-Discretionary | $2,190,200,000 | $146,013,333 |
| Total | $36,493,200,000 | $19,463,040 |
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Separately Managed Accounts
SMA allocation detail is available
BBR Partners, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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BBR Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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