BBR Partners

EST. AUM
$36,493,200,000

CONTACTS
15

CLIENT ACCOUNTS
1,875

Firm Details

Metro area New York City
CRD Number 109688
Website bbrpartners.com
Client types

Overview

BBR is $28B multi-family office servicing 145 families. BBR's size has grown very nicely and steadily since 2009, when they managed only $3B and 35 families. Their primary function is to act as investment advisors. They build custom asset allocations for each of their families and then build that out with investment managers across all asset classes. BBR looks at the following strategies: municipals, long only equities, hedge funds, private equity, and real assets, BBR also offers trust and estate planning services as well as tax planning services. BBR also offers trust planning and estate planning services. BBR's massive growth was completely organic. They do no marketing and most of their growth came from their clients sharing news of them via word of mouth. Sarah Rumph and Brandon Pick are good contacts. They have a RIC structure internally. They hire subadvisors for attractive fees. And then on the alternative side they do quite a bit on private credit. Big municipal bond portfolio as well for a lot of wealthy families.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

BBR Partners

Platform Details

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