Eleonore Lund-Simon is a registered investment advisor at Bbr Partners, LLC, based in Elizabeth, CO, with 3 years of industry experience. Eleonore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 245 clients with $36B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.65% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees for balances over $100 million are customized. Fees may vary based on asset size, client circumstances, and account complexity. The firm enforces a $325,000 minimum annual fee associated with its $50 million account minimum.
Fee Estimator
Location
Elizabeth, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Eleonore is a venture partner at Trailhead Capital Management, LLC, a venture capital firm, since 2022. She spends about 10-20% of her time managing portfolio companies and handling operations, with a few of those hours during securities trading hours.
Employment History
Current Registrations
Bbr Partners, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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