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Private Advisory Group
Private Advisory Group operates as a multi-family office from Redmond. Chris Bean established the firm to serve affluent families. Douglas Bean and Davis Bean...
Private Advisory Group
Private Advisory Group operates as a multi-family office from Redmond. Chris Bean established the firm to serve affluent families. Douglas Bean and Davis Bean hold partner and advisor roles. The firm allocates across real estate and related holdings. It maintains exposure in North America through direct positions. Aequitas Private Notes in Lake Oswego forms one confirmed vehicle. AWA Group LP appears as a noted business partner in filings. The team numbers at least three named professionals. No additional offices are listed. AUM stands at 1900 million USD. Governance centers on the Bean family members who occupy operating and advisory seats. This structure ties decision rights directly to the named principals rather than external committees.
General information
Firm type
Multi Family Office
Year founded
2014
AUM
1900 (Altss estimate)
Location
Region
North America
Country
United States
City
Morristown
Corporate office
Redmond, WA, United States
Principals
Chris Bean
Founder and Partner
Douglas Bean
Partner and CFP
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Private Advisory Group?
Chris Bean serves as founder and partner. Douglas Bean acts as partner and CFP. Davis Bean holds an advisor position.
What asset classes does Private Advisory Group deploy into?
Confirmed holdings center on real estate. The firm lists Aequitas Private Notes as one vehicle.
Does Private Advisory Group operate as a single or multi-family office?
The firm functions as a multi-family office serving multiple affluent families.
Where does Private Advisory Group maintain its headquarters?
The firm is headquartered in Redmond, Washington.
What is the disclosed AUM for Private Advisory Group?
Assets under management total 1900 million USD per the research record.
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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