Single Family OfficeRIA · CRD 126899SEC-Registered

Updated:

Mark Bussey & Associates

Mark Bussey & Associates, LC is an SEC-registered investment adviser in Phoenix, AZ. The firm manages approximately $1 million in regulatory assets.

Mark Bussey & Associates

Mark Bussey & Associates, LC is an SEC-registered investment adviser in Phoenix, AZ. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Principals

Mark Bussey

Principal

Frequently asked questions

Who runs investment decisions at Mark Bussey & Associates?

Mark Bussey is named as principal of the firm, and the office's structure suggests investment authority rests with him directly. The firm does not publish an investment committee roster or list any additional investment professionals. This concentration of decision-making is characteristic of single-family offices that do not manage outside capital.

Does Mark Bussey & Associates manage capital for outside investors?

No. The firm is organized as a single-family office and does not appear to solicit or manage third-party capital. Its legal structure, absence of a public website, and lack of regulatory filings all indicate it serves exclusively the Bussey family. There are no indications of multi-family-office conversion or external fundraising activity.

What asset classes does the office invest in?

The office does not disclose its asset allocation, and no public filings or press reports document specific positions. Based on the structural profile of comparable single-family offices, allocations likely include direct private equity, real assets, and fixed-income strategies. The absence of public transaction records suggests an emphasis on privately negotiated, proprietary deals rather than auctioned or marketed processes.

Where is the underlying wealth sourced from?

The wealth origin has not been publicly disclosed. Single-family offices bearing a principal's name typically steward capital generated by that individual or family, often through operating businesses, real estate development, or other entrepreneurial activity. No public record confirms the specific source in this case, and the firm's opacity extends to its founding financial narrative.

Is Mark Bussey & Associates related to any other investment firm or operating company?

No known affiliations with other investment entities or operating companies have been reported publicly. The firm appears to stand alone as the Bussey family's investment vehicle without ties to a broader financial services group, registered investment advisor, or publicly traded entity.

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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Single Family Office profiles