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Forty North Wealth
Forty North Wealth was founded in 2021 by Brett Bartholomew, who previously held roles at firms including Blackstone and KKR.
Forty North Wealth
Forty North Wealth was founded in 2021 by Brett Bartholomew, who previously held roles at firms including Blackstone and KKR. The office's co-founder is Adam Bartholomew, serving as COO. The firm does not publicly disclose its wealth origin or the family behind it. The investment strategy spans three primary asset classes: private credit, where it focuses on direct lending and specialty finance; real estate, targeting value-add and opportunistic acquisitions across multifamily and industrial assets; and venture capital, with a focus on early-stage technology companies. Known commitments include participation in funds managed by Ares Management and Brookfield Asset Management (per public filings, 2023). Geographically, the firm operates across North America, with a concentration in US markets. Forty North Wealth maintains a lean team structure, with fewer than ten professionals reported in public filings. The firm operates from its San Francisco office and has not disclosed additional domestic or international offices. No separate philanthropic entities or operating companies have been identified in public records. The firm's structural differentiator is its combined approach of direct investing and fund commitment, allowing it to act both as a principal investor and a limited partner across asset classes. Its governance structure relies on the founding team's prior institutional experience at Blackstone and KKR.
General information
Firm type
Family Office
Year founded
2021
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Principals
Brett Bartholomew
Founder & CEO
Adam Bartholomew
Co-Founder & COO
Sector focus
Frequently asked questions
Who runs investment decisions at Forty North Wealth?
Brett Bartholomew serves as CEO and leads investment decisions. He previously worked at Blackstone and KKR before founding the office in 2021. Adam Bartholomew is co-founder and COO, overseeing operations.
How does Forty North Wealth source proprietary deal flow?
The firm originates deals through a network of relationships built from the founding team's prior experience at Blackstone and KKR. It also participates in fund commitments and co-investments alongside established alternative asset managers such as Ares Management and Brookfield Asset Management.
Is Forty North Wealth structured as a single family office or does it operate more like an asset manager?
The firm operates as a family office, managing capital for a single family. Its structure combines direct investing and fund commitments, allowing it to act as a principal across private credit, real estate, and venture capital, similar to a multi-asset allocator.
Does Forty North Wealth participate in fund commitments or only direct deals?
The firm engages in both. It commits capital to alternative investment funds, including those managed by Ares Management and Brookfield Asset Management, while also executing direct investments in real estate and private credit transactions.
What investment stages does Forty North Wealth typically target?
In venture capital, the firm targets early-stage technology companies. In private credit, it focuses on direct lending and specialty finance. In real estate, it pursues value-add and opportunistic acquisitions across multifamily and industrial assets.
Which sectors does Forty North Wealth explicitly avoid?
The firm has not publicly stated any explicitly avoided sectors. Its known focuses are private credit, real estate, infrastructure, and venture capital — no exclusions are documented.
How is Forty North Wealth related to the Bartholomew family?
Forty North Wealth was founded by Brett Bartholomew and co-founded by Adam Bartholomew, both of whom are family members. The firm's wealth origin is not publicly disclosed beyond the family structure.
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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