Single Family OfficeRIA · CRD 122074SEC-Registered

Updated:

BWS FINANCIAL

BWS FINANCIAL is the single-family office for the Fisher family, founded with wealth from Gap Inc. William S.

BWS FINANCIAL

BWS FINANCIAL is an SEC-registered investment adviser in WOODLAND HILLS, CA. It has 2 employees and 2 investment advisers. The firm is based in California.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

United States

Principals

William S. Fisher

Founder & Managing Director

John H. Fisher

Managing Director

Sector focus

Real EstatePrivate CreditHedge FundsEnergy Transition & RenewablesInfrastructure

Frequently asked questions

Who is the principal behind BWS FINANCIAL?

The firm is led by William S. Fisher, son of Gap Inc. co-founder Donald Fisher. The Fisher family's wealth originates from the retail empire built by Donald and his wife Doris Fisher (per Forbes, 2023).

How does BWS FINANCIAL deploy capital?

The firm invests across real estate, private credit, hedge funds, energy transition, and infrastructure. It favors direct co-investments and club deals over fund-of-funds structures, maintaining a long-term, multi-generational outlook (public record).

Is BWS FINANCIAL a single-family office or multi-family office?

BWS FINANCIAL operates as a single-family office, dedicated to managing the wealth of the Fisher family. It does not offer services to external families (per the firm's structure as described in public filings).

What is the AUM of BWS FINANCIAL?

The firm does not publicly disclose its assets under management. Forbes estimated the Fisher family's net worth at $3.5B in 2023, but the total investable assets managed by the family office may differ (per Forbes, 2023).

What distinguishes BWS FINANCIAL from other family offices?

A key differentiator is the explicit generational mandate: the office is engineered for multi-generational wealth preservation, with younger Fisher family members increasingly taking on investment roles. It also maintains a direct, hands-on approach to deal sourcing and execution (per Bloomberg, 2024).

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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