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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
RIA
Location
City
Buffalo
Principals
Marcus Frampton
Chief Investment Officer (former)
Sector focus
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.
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.
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