$36.5B Total AUM
$34.3B Disc. AUM
14.9% 3Y CAGR
175 Employees
245 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- 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
- MatrixBridge +more
- Established Date
- 02-08-2000
- Office Locations
- 5
Office Locations
255 California Street Suite 500 SAN Francisco CA
55 East 52nd Street 18th Floor NEW York NY
737 N. Michigan Suite 2260 Chicago IL
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.
Team overview
41 AVG AGE
$688.6M AVG AUM / ADVISOR
$149.0M AVG AUM / CLIENT
4.5 yrs AVG TENURE
175 Employees
53 Advisory Reps
53 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Horizon oak Insight pathway Pioneer peak Beacon frontier Beacon vital Meridian Legacy Oak beacon Insight alpha
Client Personas
Zenith wave Crest frontier
Custodian
Wave vital Ember crest Glacier Insight frontier Pioneer wave Vital Bridge Ridge unison Ember prime Summit
Investment Themes
Focus Foundation
Investment Vehicles
Vital Radial
Services
Harbor value Peak beacon Ridge focus Catalyst Pathway Momentum Matrix Zenith
Technology
Delta harbor Oak Glacier Summit Signal
Owner & Executives
MICHAEL W ANSON
Chief Compliance Officer, PARTNER
- CRD
- #2432585
- Ownership
- Less than 5%
(455) 636-6043
north.pathway@pioneercapital.com
in linkedin.com/in/ember-vector
SEAN ROBERT APGAR
PARTNER, Wealth Advisor
- CRD
- #5613207
- Ownership
- Less than 5%
(806) 408-3010
momentum.meridian@zenithcapital.com
in linkedin.com/in/crest-ridge
U
Unison alpha
Vital eagle
- CRD
- #14525
- Ownership
- 30.1%
(572) 870-6791
meridian.ridge@insightcapital.com
in linkedin.com/in/eagle-insight
Showing 2 of 31 owners & executives
Unlock allContacts
MICHAEL W ANSON
Chief Compliance Officer, PARTNER
- CRD
- #2432585
(929) 779-2255
radial.signal@quantumcapital.com
in linkedin.com/in/horizon-eagle
SEAN ROBERT APGAR
PARTNER, Wealth Advisor
- CRD
- #5613207
(334) 441-2607
vector.pioneer@signalcapital.com
in linkedin.com/in/fusion-capital
N
North glacier
Bridge value focus
- CRD
- #41676
(743) 511-7444
matrix.wave@capitalcapital.com
in linkedin.com/in/eagle-value
Showing 2 of 63 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $27,573,100,000
Private Funds:
11.9% Equity - Exchange:
25.2% Public Funds:
6.7% Municipal Bonds:
12.0% Cash:
12.1% Equity - OTC:
7.3% Other:
10.2% U.S. Government/Agency:
14.6% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,033,694,973 | 11.9% |
| Equity - Exchange | $2,189,001,119 | 25.2% |
| Public Funds | $581,996,329 | 6.7% |
| Municipal Bonds | $1,042,381,485 | 12.0% |
| Cash | $1,051,067,998 | 12.1% |
| Equity - OTC | $634,115,404 | 7.3% |
| Other | $886,024,262 | 10.2% |
| U.S. Government/Agency | $1,268,230,807 | 14.6% |
| Total | $8,686,512,377 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER ELEMENT | INSIGHT PRIME | 1DXP51GXX | LBPUU | 1.70% | $9,173,928 |
| ZENITH DELTA BRIDGE | SIGNAL FOUNDATION | 9IN7FBQCO | JIB | 3.36% | $13,186,019 |
| VERTEX SIGNAL | SIGNAL FRONTIER | W3JLN8W5B | QRS | 10.83% | $87,042,981 |
| ALPHA ZENITH OAK | FRONTIER FOUNDATION | REM8TU6EP | UHMYS | 9.88% | $93,207,957 |
| CATALYST RADIAL | WAVE DELTA | ESGK7RDTM | XQET | 0.77% | $74,239,898 |
| SIGNAL PEAK | OPTIMA MATRIX | ZZR5XF6DE | RGYO | 11.81% | $103,790,319 |
| EAGLE PEAK MERIDIAN | ALPHA CREST | SAQCS5MNR | XFQ | 7.81% | $102,983,931 |
| FUSION PEAK INSIGHT | RIDGE FUSION | NXUFOQS6Q | OQPIA | 5.78% | $34,219,077 |