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- Custodian
- BNY Mellon ยท JP Morgan
- Clients
- Retail
- Platforms
- InsightTimber zenith
- Established Date
- 03-13-2020
- Office Locations
- 1
Office Locations
About BT Family Office, LLC
BT Family Office, LLC is an Atlanta-based family office advisory team serving families with substantial wealth. The firm helps manage family assets and financial affairs, with planning and risk-aware guidance spanning ETFs and fixed income alongside select alternative exposures (e.g., hedge funds, private placements, venture capital) and impact themes. Engagements are primarily non-discretionary, led by Partner/Head Lorrie Allegra and a broader advisor network.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Lorrie Tomlinson Allegra
Chief Compliance Officer, Director, PARTNER
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,996,508,425 | $399,650,843 |
| Total | $3,996,508,425 | $399,650,843 |
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Separately Managed Accounts
Total SMA Asset: $3,996,508,425
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $609,458,312 | 10.0% |
| Other | $1,316,429,954 | 21.6% |
| U.S. Government/Agency | $2,102,631,177 | 34.5% |
| Cash | $2,066,063,678 | 33.9% |
| Total | $6,094,583,121 | 100.0% |