Bt Family Office, LLC
● SEC registered since 2020CRD 305713SEC# 801-118235Atlanta, GA
Reg. AUM
$4B
Employees
7
Accounts
10
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 $4 billion in regulatory assets under management and employs 7 people.
Bt Family Office, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bennett Thrasher, LLP Control | Member | Over 75% | 2019 |
| Lorrie Tomlinson Allegra Control | Chief Compliance Officer, Partner, And Head Of Family Office | Under 5% | 2023 |
Frequently asked questions
How much does Bt Family Office, LLC manage?
Bt Family Office, LLC reports $4 billion in regulatory assets under management on its Form ADV.
How many employees does Bt Family Office, LLC have?
Bt Family Office, LLC reports 7 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
| Address | 3300 Riverwood Parkway, Suite 700, Atlanta, GA 30339 |
| Phone | 404-341-5800 |
| Office hours | 9a.m. -5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4B▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$4Bregulatory AUM
Discretionary $0Non-discretionary $4B