Single Family Office

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Willett Advisors

Willett Advisors was established in 2010 to oversee the wealth generated by Bloomberg L.P. and its founder, Michael R. Bloomberg. Steven Rattner serves as...

Willett Advisors logo

Willett Advisors

Willett Advisors was established in 2010 to oversee the wealth generated by Bloomberg L.P. and its founder, Michael R. Bloomberg. Steven Rattner serves as Chairman and CEO, with Andrew Mulderry as Chief Investment Officer. The firm invests both personal holdings and assets directed through Bloomberg Philanthropies. The portfolio spans public equities, private equity buyouts and growth equity, real estate, hedge funds, and direct co-investments. Confirmed positions include Circle Internet Financial and a stake in White Star Petroleum. The firm also holds exposure to oil and gas assets through Geotech Oil Services and has participated alongside Sycamore Partners. Geographic coverage centers on North America with additional activity in Europe and Asia. Investment stages range from seed and Series A through Series G and into buyouts. Team size and office footprint remain undisclosed beyond the New York headquarters. Willett maintains memberships in the Council on Foreign Relations, Economic Club of New York, and Partnership for New York City. Michael Bloomberg is a signatory to The Giving Pledge. No operational events from the last 24 months appear in public records. The office functions as a dedicated vehicle for one principal's capital with direct oversight by Rattner, who previously co-founded Quadrangle Group. This creates a governance model that integrates investment execution with Bloomberg's broader philanthropic and policy interests without external LP reporting requirements.

General information

Firm type

Single Family Office

Year founded

2010

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Michael R. Bloomberg

Founder

Steven Rattner

Chairman & CEO

Andrew Mulderry

Chief Investment Officer

Sector focus

FinTechDigital HealthClimateTechEnergy Transition & RenewablesLegalTechAI/MLEnterprise SoftwareWeb3 & Blockchain

Frequently asked questions

Who runs investment decisions at Willett Advisors?

Steven Rattner serves as Chairman and CEO. Andrew Mulderry acts as Chief Investment Officer and oversees both public and private market allocations.

How is Willett Advisors related to Bloomberg Philanthropies?

Willett manages capital that supports Bloomberg Philanthropies initiatives. The two entities share the same ultimate beneficial owner but maintain separate operational structures.

Does Willett Advisors participate in fund commitments or only direct deals?

The firm uses a mix of fund commitments, hedge fund allocations, and direct co-investments. Confirmed direct holdings include Circle Internet Financial and a White Star Petroleum stake.

What investment stages does Willett Advisors target?

The firm covers seed through Series G rounds as well as buyouts and growth equity. It also maintains allocations to real estate and hedge funds.

Where does the underlying wealth come from?

The capital originates from Michael R. Bloomberg's ownership of Bloomberg L.P. and related business activities.

Which sectors does Willett Advisors focus on?

Documented sector exposure includes FinTech, Digital Health, ClimateTech, Energy Transition & Renewables, LegalTech, AI/ML, Enterprise Software, and Web3 & Blockchain.

Does Willett Advisors maintain club memberships or external affiliations?

The firm and its principals hold memberships in the Council on Foreign Relations, Economic Club of New York, Partnership for New York City, Century Country Club, Harmonie Club, Brook Club, and Racquet and Tennis Club.

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.

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