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Bnr Partners, LLC (Chicago)


Bnr Partners, LLC is a large advisory firm based in Chicago. It manages $432.43 million of regulatory assets for 234 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Illinois, and Texas.

Bnr Partners provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and investment advisory. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bnr Partners: assets under management

The assets under management (AUM) of Bnr Partners, LLC is $432.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1068% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $432.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.85 million each.
Bnr Partners has custody of $2.38 million in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bnr Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Bnr Partners, LLC performs its advisory services is located at 20 North Wacker Drive, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-338-7788 or by fax 312-338-7789. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.


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