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- Custodian
- BNY Mellon ยท JP Morgan
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-13-2020
- Office Locations
- --
Office Locations
No offices listed.
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.
Reported data analysis
What the numbers show
Between March 21, 2025 and March 19, 2026, reported AUM increased 32.0%, from $3.0B to $4.0B.
Across 5 reported observations, AUM increased 138.5% between March 23, 2022 and March 19, 2026, from $1.7B to $4.0B.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 7 advisory representatives and 10 clients, or 1.4 clients per representative. That equates to $399.7M in reported AUM per client.
The profile lists 6 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
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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
SMA allocation detail is available
BT Family Office, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.