# Private Advisory Group

Private Advisory Group is a Multi Family Office based in Morristown, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Morristown, United States
- **Region:** North America
- **Address:** Redmond, WA, United States
- **Founded:** 2014
- **Assets under management:** 1900 (Altss estimate)
- **Website:** privateadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/privateadvisory

## About

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.

## Sectors

- Real Estate

## People

- Chris Bean — Founder and Partner
- Douglas Bean — Partner and CFP

## 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.

## Related profiles

- [Wenaasgruppen](https://altss.com/profile/wenaasgruppen)
- [Alocc](https://altss.com/profile/alocc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/private-advisory-group

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