Bank / Wealth / Trust

Updated:

Bussenger Financial Group

Bussenger Financial Group is a bank / wealth / trust based in Deer Park; the Altss profile covers its classification, headquarters, registration, AUM band, and...

Bussenger Financial Group logo

Bussenger Financial Group

Bussenger Financial Group is a wealth management firm based in Deer Park, US. It focuses on clients in North America.

General information

Firm type

Bank / Wealth / Trust

Year founded

AUM

Less than $150M (Altss estimate)

Location

Region

North America

Country

United States

City

Deer Park

Corporate office

Deer Park, NY, United States

Principals

Joseph Bussenger

Investment Adviser Representative

Sector focus

Wealth ManagementPrivate CreditReal Estate

Frequently asked questions

Is Bussenger Financial Group a single-family office?

No. Bussenger Financial Group is a commercial registered investment adviser, not a single-family office. It serves multiple client families through separately managed accounts and pooled private funds, and it charges fees for investment advisory services rather than managing a single family's capital.

Does Bussenger Financial Group manage proprietary private funds?

Yes. The firm operates at least two proprietary private funds: Bussenger Real Estate Fund LP, which targets income-producing properties, and Bussenger Credit Fund LP, which originates private loans. These are structured as pooled vehicles available to qualified advisory clients.

Who makes investment decisions at Bussenger Financial Group?

Joseph Bussenger is the sole control person and investment adviser representative listed on the firm's regulatory filings. Investment decisions for both separately managed accounts and the proprietary private funds appear to route through him, with no other named portfolio managers on public record.

What is Bussenger Financial Group's known posture on direct real estate investment?

The firm invests directly in income-producing real estate through its Bussenger Real Estate Fund LP. This suggests a preference for direct property ownership over real estate investment trusts, though the fund's specific holdings and property locations are not publicly disclosed.

Does the firm have philanthropic or foundation structures?

No philanthropic foundation, donor-advised fund program, or charitable entity is publicly associated with Bussenger Financial Group. The firm's service model appears centered exclusively on for-profit investment advisory and private fund management.

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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