Willow Grove Advisors, LLC
Willow Grove Advisors, LLC is a multi-family office headquartered in Berkeley, United States. Founded in 2009 by financial executive Keley Petersen, its assets derive from the founders’ career earnings in global financial services and investment management.
Willow Grove Advisors, LLC
Willow Grove Advisors, LLC is a multi-family office headquartered in Berkeley, United States. Founded in 2009 by financial executive Keley Petersen, its assets derive from the founders’ career earnings in global financial services and investment management. The firm offers discretionary portfolio management, financial planning and cross-border tax strategies to technology entrepreneurs, engineers and international families while coordinating estate, insurance and philanthropic structures.
General information
Firm type
Bank / Wealth / Trust
Year founded
2009
AUM
—
Location
Region
North America
Country
—
City
Berkeley
Corporate office
1919 Addison Street Suite 101
Frequently asked questions
What is Willow Grove Advisors, LLC?
Willow Grove Advisors, LLC is a bank / wealth / trust headquartered in Berkeley.
When was Willow Grove Advisors, LLC founded?
Willow Grove Advisors, LLC was founded in 2009.
Where is Willow Grove Advisors, LLC headquartered?
Willow Grove Advisors, LLC is headquartered in Berkeley, in the North America region.
What does Altss track for Willow Grove Advisors, LLC?
Altss maintains an OSINT-verified profile of Willow Grove Advisors, LLC 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 Willow Grove Advisors, LLC's website?
Willow Grove Advisors, LLC's public website is willowgroveadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Willow Grove Advisors, LLC?
Willow Grove Advisors, LLC is classified by Altss as a Bank / Wealth / Trust within the North America region.
How does Altss source intelligence on Willow Grove Advisors, LLC?
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 Willow Grove Advisors, LLC?
Willow Grove Advisors, LLC'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.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
Get access to Altss to unlock details
Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
Get access to Altss to unlock details
Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
Get access to Altss to unlock details
Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
Get access to Altss to unlock details
Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
Get access to Altss to unlock details
Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss 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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: