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B•• P•••••• I••••••••• F••••••••• K• L•: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthP•••••• fundprivate equity fund3(c)(7)fund of funds

B•• P•••••• I••••••••• F••••••••• K• L•

advised by BBR PARTNERS, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:8c0badde-bcd6-8cbe-e9e5-f4b9e62b7252

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2021 to Jul 30, 2026
6 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

B•• P•••••• I••••••••• F••••••••• K• L•

P•••••• equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: BBR PARTNERS, LLCCRD 109688
Fund type: P•••••• Equity Fund
Latest reported GAV: $190Mgross asset value on Schedule D 7.B(1), as of 2026-07-30; never fund size
Peak reported GAV: $190M
Beneficial owners: 150
Minimum investment: $250,000
Owned by the adviser: 1000%
Owned by funds of funds: 0%
Owned by non-US persons: 100%

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 29, 2024	$177M	150

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
CHARLES SCHWAB & CO., INC.	CHARLES SCHWAB & CO., INC.	SAN FRANCISCO	California	United States	no	8-16514
NATIONAL FINANCIAL SERVICES LLC	NATIONAL FINANCIAL SERVICES LLC	Boston	Massachusetts	United States	no	8-26740
TRISTATE CAPITAL BANK	TRISTATE CAPITAL BANK	Pittsburgh

Relationships

Advises (1)

← BBR PARTNERS, LLCRegistered adviserP•••••• Equity Fund, IA
Mar 31, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c0badde-bcd6-8cbe-e9e5-f4b9e62b7252
First observed: Mar 31, 2021
Last observed: Jul 30, 2026 54 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.