Multi Family Office

The Bahnsen Group

The Bahnsen Group is a multi-family office headquartered in Newport Beach, United States. Founded in 2015, the firm stewards capital originating from founder David L.

The Bahnsen Group

The Bahnsen Group

The Bahnsen Group is a multi-family office headquartered in Newport Beach, United States. Founded in 2015, the firm stewards capital originating from founder David L. Bahnsen’s wealth built through a career in investment advisory and dividend-growth equity investing. It offers integrated portfolio management, estate and tax planning, and thought-leadership content to affluent families through offices nationwide—providing disciplined, dividend-focused wealth preservation and growth.

General information

Firm type

Multi Family Office

Year founded

2015

AUM

Location

Region

North America

Country

City

Newport Beach

Corporate office

92660, Newport Beach, California, US, 520 Newport Center Dr, Suite 300

Frequently asked questions

What is The Bahnsen Group?

The Bahnsen Group is a multi family office headquartered in Newport Beach.

When was The Bahnsen Group founded?

The Bahnsen Group was founded in 2015.

Where is The Bahnsen Group headquartered?

The Bahnsen Group is headquartered in Newport Beach, in the North America region.

How many professionals work at The Bahnsen Group?

Altss tracks approximately 80 professionals associated with The Bahnsen Group.

What does Altss track for The Bahnsen Group?

Altss maintains an OSINT-verified profile of The Bahnsen Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is The Bahnsen Group's website?

The Bahnsen Group's public website is thebahnsengroup.com/?utm_source=linkedin&utm_medium=company_page&utm_campaign=tbg. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is The Bahnsen Group?

The Bahnsen Group is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on The Bahnsen Group?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for The Bahnsen Group?

The Bahnsen Group's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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