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Bt Family Office, LLC

● SEC registered since 2020CRD 305713SEC# 801-118235Atlanta, GA
Export (members)
Reg. AUM
$3.03B
Employees
5
Accounts
231
Location
Atlanta, GA

Bt Family Office, LLC assets under management

Bt Family Office, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2020. It reports $3 billion in regulatory assets under management and employs 5 people.

Bt Family Office, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bennett Thrasher, LLP ControlMemberOver 75%2019
Lorrie Tomlinson Allegra ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Bt Family Office, LLC manage?

Bt Family Office, LLC reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does Bt Family Office, LLC have?

Bt Family Office, LLC reports 5 employees.

Where is Bt Family Office, LLC located?

Bt Family Office, LLC is based in Atlanta, GA and has been SEC-registered since 2020.

Does Bt Family Office, LLC disclose fund performance?

Bt Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3300 Riverwood Parkway, Suite 700, Atlanta, GA 30339
Phone404-341-5800
Office hours9a.m. -5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$3.03B
Total (RAUM)$3.03B