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BBR Partners
BBR Partners is an independent, boutique multi-family office and Registered Investment Adviser serving a select group of ultra-high-net-worth families with complex, multi-generational needs since 2000. BBR manages approximately $38.3 billion for over 200 client families as of 6/30/26.
We are exclusively focused on families, partner-owned, and fee only. We provide highly customized investment strategies and bespoke advice. Our services span investment management, multidisciplinary wealth advisory, portfolio administration and reporting, and philanthropic services.
As a manager of managers, we design every portfolio around the family: access to select investment opportunities, rigorous manager selection and oversight, and manager fee negotiation where possible.
Guided by empathy, rigor, and integrity, we build relationships designed to endure and to prepare the next generation of wealth stewards. Our offices are in New York, San Francisco, and Chicago, with regional presence in Texas, Florida, and Colorado.
View Important Disclosure Information: https://www.bbrpartners.com/view-important-disclosure-information/
Please visit www.bbrpartners.com for additional information.
Episodes
2 episodes
BBR In The Weeds — BBR's Investment Philosophy: 25 Years and Looking Ahead
BBR Partners has been navigating markets, volatile and calm, for over 25 years. Over time, tactics have evolved, but our core principles have remained unchanged. Co-founders Brett Bart...
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BBR To-Go: A Discussion with our Co-CEOs and Co-Managing Partners, Led by Dan Roth
We are thrilled to share a special 25th Anniversary edition of BBR-To-Go featuring Co-CEOs Brett Barth and Evan Roth and Co-Managing Partners Stephanie Gromek and Todd Whitenack, moderated by LinkedIn Editor-in-Chief Dan Roth.The convers...
