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BT Family Office
BT Family Office was established in 2019 by the accounting firm Bennett Thrasher, LLP. Scott Quigley serves as president. The firm supplies outsourced wealth...
BT Family Office
BT Family Office was established in 2019 by the accounting firm Bennett Thrasher, LLP. Scott Quigley serves as president. The firm supplies outsourced wealth services to several high-net-worth families rather than a single lineage. Investment activity spans private equity, real estate, hedge funds, private credit, and fund-of-funds commitments. Confirmed focuses include early-stage and growth equity in healthcare services, digital health, industrial tech, supply chain, media, and proptech. Allocations remain concentrated in North America. The firm also maintains direct positions in residential real estate and managed aircraft and maritime assets. The team includes Lorrie Allegra as partner and head, Steven Nowak as managing director, Callie Mixon as director for aviation and yacht oversight, and John Cummings as head of strategic relationships. Bennett Thrasher Foundation operates as the adjacent philanthropic vehicle. No dated operational events from the last 24 months appear in available records. Governance ties directly to Bennett Thrasher, LLP as principal owner, creating an integrated structure between accounting services and investment coordination.
General information
Firm type
Multi Family Office
Year founded
2019
AUM
$3B (Altss estimate)
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Principals
Lorrie Allegra
Partner and Head of BT Family Office
Callie Mixon
Director
John Cummings
Head of Strategic Relationships
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at BT Family Office?
Scott Quigley serves as president. Lorrie Allegra acts as partner and head of the firm. Steven Nowak previously held the managing director role.
How is BT Family Office related to Bennett Thrasher, LLP?
Bennett Thrasher, LLP is the principal owner and founding entity. The family office provides services to families connected to the accounting firm.
Does BT Family Office participate in fund commitments or only direct deals?
The firm uses both fund-of-funds commitments and direct investments. It also holds private credit and real estate positions.
What investment stages does BT Family Office typically target?
Activity covers early stage, growth, and late stage opportunities. The firm maintains exposure across multiple asset classes.
Where does the underlying wealth come from?
Wealth originates from clients of Bennett Thrasher, LLP. The firm coordinates assets for multiple high-net-worth families.
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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