# The Bahnsen Group

The Bahnsen Group is a Multi Family Office based in Newport Beach, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Newport Beach, CA, United States
- **Founded:** 2015
- **Assets under management:** 9000 (Altss estimate)
- **Website:** thebahnsengroup.com
- **LinkedIn:** https://www.linkedin.com/company/the-bahnsen-group

## Regulatory record

- **Reports private funds:** No

## About

The Bahnsen Group began in 2015 when David L. Bahnsen left prior advisory roles to create a dedicated multi-family office. Capital originates from his own track record in investment advisory and dividend-growth strategies. The firm now operates from Newport Beach with additional locations in New York and West Palm Beach. Investment activity centers on direct co-investments, private equity, private credit, hedge funds, real estate, and secondaries. The approach favors dividend-oriented equities and alternative income vehicles. Geographic reach stays within North America. No specific portfolio holdings appear in public records. The team includes five named partners and executives. Adjacent structures encompass the Bahnsen Family Donor-Advised Fund and board ties to the Acton Institute and National Review Institute. No operational events from the past 24 months are documented in available sources.

## Sectors

- Healthcare Services

## Offices

- New York, NY, United States
- West Palm Beach, FL, United States

## People

- David L. Bahnsen — Founder, Managing Partner, and CIO
- Brian T. Szytel — Co-CIO and Senior Managing Director
- Joseph Klein — President and Partner
- Joleen Bahnsen — Director of Experience
- Luis Garcia — Chief Financial Officer

## Questions

### Who runs investment decisions at The Bahnsen Group?

David L. Bahnsen serves as CIO. Brian T. Szytel acts as Co-CIO.

### How is The Bahnsen Group structured relative to single-family offices?

It operates as a multi-family office accepting capital from multiple affluent families rather than one lineage.

### What asset classes receive primary allocation?

Direct co-investments, private equity, private credit, hedge funds, real estate, and secondaries form the core mix.

### Where does the underlying wealth originate?

Wealth traces to founder David L. Bahnsen’s career in investment advisory and dividend-growth equity strategies.

### Does The Bahnsen Group maintain philanthropic vehicles?

Yes. The Bahnsen Family Donor-Advised Fund exists alongside board service at the Acton Institute and National Review Institute.

### What geographic scope governs deployments?

All confirmed activity remains inside North America.

### How does The Bahnsen Group source deal flow?

Flow arrives through the principals’ advisory networks and established relationships in dividend-growth and alternative strategies.

## Related profiles

- [CAM Capital](https://altss.com/profile/cam-capital)
- [Plurimi](https://altss.com/profile/plurimi)

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

Canonical page: https://altss.com/profile/the-bahnsen-group

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