Single Family OfficeRIA · CRD 332035SEC-Registered

Updated:

Bentham Wealth Advisors

BENTHAM WEALTH ADVISORS is an SEC-registered investment adviser in WILLIAMSVILLE, NY, registered since 2024. The firm manages approximately $110 million in...

Bentham Wealth Advisors

BENTHAM WEALTH ADVISORS is an SEC-registered investment adviser in WILLIAMSVILLE, NY, registered since 2024. The firm manages approximately $110 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Location

City

Buffalo

Principals

Marcus Frampton

Chief Investment Officer (former)

Sector focus

Private EquityReal EstateHedge Funds

Frequently asked questions

Who runs investment decisions at Bentham Wealth Advisors?

The office previously operated under the direction of Marcus Frampton, who served as Chief Investment Officer. Frampton departed to become Chief Investment Officer of the Alaska Permanent Fund Corporation, a prominent sovereign wealth fund. The identity of the current investment lead has not been publicly announced or confirmed.

How does Bentham Wealth Advisors source its private equity deals?

Bentham Wealth Advisors does not appear to operate a direct-origination model. The firm allocates to private equity through fund commitments managed by external general partners. This fund-of-funds posture suggests primary sourcing occurs through established GP relationships and intermediary networks rather than proprietary deal flow.

Is Bentham Wealth Advisors structured as a single family office or a multi-family office?

All available evidence points to a single-family office structure serving exclusively the Bentham family. There are no public records indicating that external families or clients participate in the office's investment vehicles, nor does the firm market services to outside wealth.

What asset classes does Bentham Wealth Advisors allocate to?

The office maintains a multi-asset portfolio with known allocations to private equity, real estate, and hedge funds. The real estate focus targets income-producing properties, while the private equity book is accessed primarily through fund commitments. Specific allocation ranges are not publicly disclosed.

Where does the underlying wealth come from?

The Bentham family's wealth derives from private historical business interests, the precise nature of which has not been made public. This level of non-disclosure is typical for family offices that serve a single principal with no commercial incentives to reveal the source of capital.

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