DFX Intelligence

Data Factory

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

BBR PRIVATE INVESTMENT FUND-SERIES J, LP

advised by BBR PARTNERS, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d9b24a38-26f4-bf50-ff5f-655e24c26610

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 29, 2019 to Jul 30, 2026
13 observations

Across DFX

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

Private Equityidentity

BBR Private Investment Fund-Series J, LP

Private 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: Private Equity Fund
Latest reported GAV: $195Mgross asset value on Schedule D 7.B(1), as of 2026-07-30; never fund size
Peak reported GAV: $195M
Beneficial owners: 125
Minimum investment: $1.0M
Owned by the adviser: 700%
Owned by funds of funds: 0%
Owned by non-US persons: 200%
Clients solicited: no
Form D file number: 021-313586an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 29, 2019
Last reported: Jul 30, 2026fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 13
Fund id: 805-3341660049

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	$185M	125	$1.0M	700.0%	yes	BBR PRIVATE INVESTMENT FUND-SERIES J, LP
Mar 31, 2023	$182M	125	$1.0M	700.0%	yes	BBR PRIVATE INVESTMENT FUND-SERIES J, LP
Mar 30, 2023	$182M	125	$1.0M	700.0%	yes	BBR PRIVATE INVESTMENT FUND-SERIES J, LP
Mar 31, 2022	$183M	124	$1.0M	700.0%	yes	BBR PRIVATE INVESTMENT FUND-SERIES J, LP
Jun 15, 2021	$176M	110	$1.0M	800.0%	yes	BBR PRIVATE INVESTMENT FUND-SERIES J, LP
Mar 31, 2021	$176M	110	$1.0M	800.0%	yes	BBR PRIVATE INVESTMENT FUND-SERIES J, LP
Jan 28, 2021	$150M	120	$1.0M	700.0%	yes	BBR PRIVATE INVESTMENT FUND-SERIES J, LP
Jun 30, 2020	$150M	120	$1.0M	700.0%	yes	BBR PRIVATE INVESTMENT FUND-SERIES J, LP
Jun 29, 2020	$150M	120	$1.0M	700.0%	yes	BBR PRIVATE INVESTMENT FUND-SERIES J, LP
Mar 31, 2020	$150M	120	$1.0M	700.0%	yes	BBR PRIVATE INVESTMENT FUND-SERIES J, LP
Jul 11, 2019	$73.2M	70	$1.0M	1000.0%	yes	BBR PRIVATE INVESTMENT FUND-SERIES J, LP
Apr 22, 2019	$73.2M	70	$1.0M	1000.0%	yes	BBR PRIVATE INVESTMENT FUND-SERIES J, LP
Mar 29, 2019	$73.2M	70	$1.0M	1000.0%	yes	BBR PRIVATE INVESTMENT FUND-SERIES J, LP

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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	NEW YORK	New York	United States	no	8-7221
TRISTATE CAPITAL BANK	TRISTATE CAPITAL BANK	Pittsburgh	Pennsylvania	United States	no	n/a

Relationships

Advises (1)

← BBR PARTNERS, LLCRegistered adviserPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d9b24a38-26f4-bf50-ff5f-655e24c26610
First observed: Mar 29, 2019
Last observed: Jul 30, 2026 53 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.

BBR PRIVATE INVESTMENT FUND-SERIES J, LP

advised by BBR PARTNERS, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d9b24a38-26f4-bf50-ff5f-655e24c26610

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:33 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 29, 2024

$185M

125

$1.0M

700.0%

yes

BBR PRIVATE INVESTMENT FUND-SERIES J, LP

Mar 31, 2023

$182M

125

$1.0M

700.0%

yes

BBR PRIVATE INVESTMENT FUND-SERIES J, LP

Mar 30, 2023

$182M

125

$1.0M

700.0%

yes

BBR PRIVATE INVESTMENT FUND-SERIES J, LP

Mar 31, 2022

$183M

124

$1.0M

700.0%

yes

BBR PRIVATE INVESTMENT FUND-SERIES J, LP

Jun 15, 2021

$176M

110

$1.0M

800.0%

yes

BBR PRIVATE INVESTMENT FUND-SERIES J, LP

Mar 31, 2021

$176M

110

$1.0M

800.0%

yes

BBR PRIVATE INVESTMENT FUND-SERIES J, LP

Jan 28, 2021

$150M

120

$1.0M

700.0%

yes

BBR PRIVATE INVESTMENT FUND-SERIES J, LP

Jun 30, 2020

$150M

120

$1.0M

700.0%

yes

BBR PRIVATE INVESTMENT FUND-SERIES J, LP

Jun 29, 2020

$150M

120

$1.0M

700.0%

yes

BBR PRIVATE INVESTMENT FUND-SERIES J, LP

Mar 31, 2020

$150M

120

$1.0M

700.0%

yes

BBR PRIVATE INVESTMENT FUND-SERIES J, LP

Jul 11, 2019

$73.2M

$1.0M

1000.0%

yes

BBR PRIVATE INVESTMENT FUND-SERIES J, LP

Apr 22, 2019

$73.2M

$1.0M

1000.0%

yes

BBR PRIVATE INVESTMENT FUND-SERIES J, LP

Mar 29, 2019

$73.2M

$1.0M

1000.0%

yes

BBR PRIVATE INVESTMENT FUND-SERIES J, LP

Custodian

Legal name

City

State

Country

Related person

SEC number

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO

California

United States

8-16514

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK

New York

United States

8-7221

TRISTATE CAPITAL BANK

Pittsburgh

Pennsylvania

United States

n/a