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Babylon Wealth Management
Babylon Wealth Management is a multi-family office with limited public disclosure.
Babylon Wealth Management
Babylon Wealth Management LLC is an SEC-registered investment adviser in Walnut Creek, CA. The firm manages $36 million in assets, $34 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Babylon Wealth Management?
No named investment professionals have been publicly identified for Babylon Wealth Management. The firm does not maintain a website or LinkedIn presence that lists team members, and it has not appeared in industry publications. Public records only confirm the firm's legal registration.
Is Babylon Wealth Management a single family office or multi-family office?
Based on its legal registration and naming convention, Babylon Wealth Management is structured as a multi-family office (MFO). It serves multiple families under a formal advisory arrangement, which distinguishes it from a single-family office dedicated to one billionaire's fortune.
What investment strategy does Babylon Wealth Management follow?
The firm's investment strategy is not publicly documented. Its classification as a wealth management entity suggests a focus on capital preservation, tax management, and generational wealth transfer rather than aggressive growth. No specific asset class allocations or sector preferences have been reported.
What is the underlying wealth origin at Babylon Wealth Management?
The sources of wealth that families bring to Babylon Wealth Management are not publicly disclosed. The firm does not advertise a specific industry origin, unlike many family offices that trace wealth to real estate, technology, or inherited fortunes.
Does Babylon Wealth Management manage investments directly or through external managers?
Without public disclosures, direct management versus external manager use cannot be confirmed. Most MFOs of similar size use a combination of in-house expertise and third-party fund investments, but this estimate is speculative given the lack of data.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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