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Bloch Private Wealth, LLC
Bloch Private Wealth, LLC is a single-family office managing capital for the Bloch family, with origins from H&R Block. Investment strategy undisclosed.
Bloch Private Wealth, LLC
BLOCH PRIVATE WEALTH, LLC is an SEC-registered investment adviser. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single 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 is the Bloch family behind this family office?
The Bloch family is associated with H&R Block, the tax preparation company co-founded by Henry and Richard Bloch in 1955. The family's wealth derives from that business, but specific family members involved in Bloch Private Wealth are not publicly identified.
Is Bloch Private Wealth, LLC a single-family office or multi-family office?
The firm's name and lack of SEC registration suggest a single-family office serving the Bloch family. It does not appear to solicit external capital or operate as a multi-family office.
What investment strategy does Bloch Private Wealth, LLC pursue?
No public information exists regarding asset allocation, sectors, or deal activity. As a private family office, it likely invests across a diversified portfolio including public securities, private equity, real estate, and alternatives, but this cannot be confirmed.
Does Bloch Private Wealth, LLC make direct investments or partner with external managers?
Unknown. The absence of public data means the firm may engage in direct deals, fund commitments, or both, as is common among family offices.
Where is Bloch Private Wealth, LLC headquartered?
The firm's headquarters location is not disclosed in public records. It likely operates from a city with ties to the Bloch family, such as Kansas City, Missouri, where H&R Block is headquartered.
Is the firm registered with the SEC or any regulatory body?
Bloch Private Wealth, LLC does not appear in SEC filings as a registered investment advisor, consistent with its classification as a single-family office exempt from registration.
What philanthropic activities are associated with the Bloch family?
Separate from Bloch Private Wealth, the Bloch family has supported philanthropic causes through the Marion and Henry Bloch Family Foundation, which focuses on education, arts, and health. The family office's relationship to these entities is not publicly detailed.
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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