Multi-Family OfficeRIA · CRD 340724SEC-Registered

Updated:

Bison Wealth

Bison Wealth was established in 2013 through the combination of Lakeview Capital Partners and the Pegula family's East Asset Management. Terry and Kim Pegula,...

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Bison Wealth

Bison Wealth was established in 2013 through the combination of Lakeview Capital Partners and the Pegula family's East Asset Management. Terry and Kim Pegula, owners of the Buffalo Bills and Buffalo Sabres, supplied the founding capital generated from oil-and-gas mineral rights and sports ownership. The firm deploys across fund-of-funds vehicles and direct holdings in sports franchises. Confirmed positions include the Buffalo Bills and Buffalo Sabres. It also maintains a mixed-use real estate portfolio in the Southeast United States and commercial property at Lost Tree Village in Palm Beach, Florida. Geographic activity remains concentrated in North America. The operating team includes Brad Ball and Chuck Rice as founding partners. Dynasty Financial Partners supplies middle- and back-office infrastructure through the Dynasty Network. The Terry and Kim Pegula Foundation operates as the family's separate philanthropic vehicle.

General information

Firm type

Multi Family Office

Year founded

2013

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Lyndhurst

Corporate office

Atlanta, GA, United States

Principals

Terry Pegula

Founder

Kim Pegula

Founder

Brad Ball

Founder

Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Sector focus

Sports & Wellness

Frequently asked questions

Who runs investment decisions at Bison Wealth?

Chuck Rice serves as CEO and founding partner. Terry Pegula, Kim Pegula, and Brad Ball participate as founders.

How is Bison Wealth related to the Pegula family?

Terry and Kim Pegula co-founded the firm through East Asset Management. Their oil-and-gas and sports holdings form the disclosed wealth origin.

Does Bison Wealth participate in fund commitments or only direct deals?

The firm uses both fund-of-funds vehicles and direct holdings, including sports franchises and real estate.

Where does the underlying wealth come from?

Wealth originates from oil-and-gas mineral rights and ownership of the Buffalo Bills and Buffalo Sabres.

What investment stages does Bison Wealth typically target?

The firm focuses on established sports franchises and income-producing real assets rather than early-stage venture.

Profile maintained by 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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