# BT Family Office

BT Family Office is a Multi Family Office based in Atlanta, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 2019
- **Assets under management:** $3B (Altss estimate)
- **Website:** btfamilyoffice.com
- **LinkedIn:** https://www.linkedin.com/company/53452542

## Regulatory record

- **CRD number:** 305713
- **SEC file number:** 801-118235
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305713

## About

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.

## Sectors

- Healthcare Services
- Digital Health
- Industrial Tech
- Supply Chain & Logistics
- Media & Entertainment
- PropTech
- Enterprise Software

## People

- Lorrie Allegra — Partner and Head of BT Family Office
- Callie Mixon — Director
- John Cummings — Head of Strategic Relationships

## Related profiles

- [Crescendo Capital SA](https://altss.com/profile/crescendo-capital-sa)
- [Tamares Group](https://altss.com/profile/tamares-group-poju-zabludowicz-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bt-family-office-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology