|
⚲
|
| BT Family Office LLC
✚
| |
|---|---|
| CRD # | 305713 |
| SEC # | 801-118235 |
| CIK # | |
| AUM | $2.7 BB (2024-07-08) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 404-341-5800 |
| Address | 3300 Riverwood Parkway Atlanta, GA 30339 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 2.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 2.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 6 | 2.7 |
| Total | 6 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 6 | 2.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
LarrainVial Asset Management Administradora General de Fondos Sa
✚
|
2.8 | |
|
Wealth Management Nebraska LLC
✚
|
NE | 2.8 |
|
Howland Capital Management LLC
✚
|
MA | 2.8 |
|
XML Financial LLC
✚
|
MD | 2.8 |
|
Alera Investment Advisors LLC
✚
|
IL | 2.7 |
|
St Germain Investment Management Inc
✚
|
MA | 2.7 |
|
Voya Financial Advisors Inc
✚
|
CT | 2.7 |
|
Donaldson Capital Management LLC
✚
|
IN | 2.7 |
|
Arete Wealth Advisors LLC
✚
|
IL | 2.7 |
|
FAS Wealth Partners Inc
✚
|
KS | 2.6 |