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Bentley Wealth Management
BENTLEY WEALTH MANAGEMENT, LLC is a state-registered investment adviser in MARBLEHEAD, MA. The firm manages approximately $39 million in regulatory assets.
Overview
BENTLEY WEALTH MANAGEMENT, LLC is a state-registered investment adviser in MARBLEHEAD, MA. The firm manages approximately $39 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
1995
Location
Region
North America
Country
United States
City
Marblehead
Corporate office
Birmingham, AL, United States
Principals
William F. Yancey
President & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Bentley Wealth Management?
William F. Yancey, President and CEO, has led all investment decisions since founding the firm in 1995 (public record). He holds discretionary authority over asset allocations for client portfolios.
How does Bentley Wealth Management source deal flow?
The firm sources deal flow through relationships with external fund managers and co-investment partners. It does not maintain a proprietary direct-deal origination team (public record).
Does Bentley Wealth Management participate in fund commitments or only direct deals?
Bentley primarily makes fund commitments to external managers in private credit, real estate, and hedge funds. It also engages in co-investments alongside those managers but has not disclosed a direct-deal program (public record).
What investment stages does Bentley Wealth Management typically target?
Bentley focuses on mature, income-generating asset classes like private credit and real estate, rather than venture-stage or early-growth equity. Its hedge fund allocations target absolute-return strategies (public record).
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