DFX Intelligence
Family office profile
B• F••••• O•••••• L••
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Atlanta, GAOutsourced family office provideridentity confidence 90%b•••••••••.com
Why this class: B• F••••• O••••• is the family office services unit of Atlanta accounting firm B•••••• T•••••••, sold to client families directly or on an outsourced/fractional basis..
Verified Sep 13, 2026 (9 days ago)
Last observed Sep 22, 2026 · 37 observations · 4 sources
4 people · 0 investments · 0 public positions · 2 events
Direct investing
15
moderate
Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: external managers, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
Profile completeness 34% (low value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
How the office says it invests
- “••• Locked”b•••••••••.com
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
- Classification
- Outsourced family office provider
- Description
- ••• Locked
- Headquarters
- Atlanta, GA
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- b•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $4.0B. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $4.0B as of Mar 19, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Mar 13, 2020 · 7 employeesFact
- Client mix (Form ADV 5.D)
- High net worth individuals: 10 ($4.0B)Fact
Classification history
- Sep 13, 2026Outsourced family office provider 90%B• F••••• O••••• is the family office services unit of Atlanta accounting firm B•••••• T•••••••, sold to client families directly or on an outsourced/fractional basis.Factverifiedb•••••••••.com“••• Locked”
- Sep 12, 2026Single family office (probable) 75%registered adviser whose Item 5.D reads as one family (few HNW clients, no other client type, institutional assets) and whose name or client description says family officeInference
Family and wealth originshow
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team4 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| P••••••• A•••• | Investment Advisory | Direct investments · investment decisions | none on record | b•••••••••.com Fact |
| C•••••••• I••••••••• | Board Member, Private Family Foundation | Leadership | none on record | b•••••••••.com Fact |
| L••••• A•••••• | Partner | Head of B• F••••• O••••• | Leadership | none on record | b•••••••••.com Fact |
| L••••• T•••••••• A•••••• | Chief Compliance Officer, Partner, and Head of Family Office | Operations and finance | none on record |
Office contact points
Investment mandateshow
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities1show
Signals and timeline2show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changed••• Lockedc•••••••••Factb•••••••••.com
- Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
Sources and evidence37show
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 37 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+18 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($3,996,508,425)
+0 r••• (994)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name,sfo_shape | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name,sfo_shape | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-03-19 | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | B• F••••• O•••••• L•• | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | B• F••••• O•••••• L•• | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | B• F••••• O•••••• L•• | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | B• F••••• O•••••• L•• | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,portfolio_management_businesses_institutions,selection_of_other_advisers,educational_seminars | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2020-03-13 | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | ••• Locked | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 10 | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"high_net_worth_individuals":{"clients":10,"raum_usd":3996508425,"fewer_than_5":false}} | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | ••• Locked | Sep 21, 2026 | The office in its own words (description and investment thesis from its home, about, approach and criteria pages) b•••••••••.com | Fact |
| Employees | 7 | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Atlanta, GA | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Investment thesis (stated) | ••• Locked | Sep 21, 2026 | The office in its own words (description and investment thesis from its home, about, approach and criteria pages) b•••••••••.com | Fact |
| Legal form | Limited Liability Company | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | ••• Locked | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | outsourced_family_office | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Office type (stated) | outsourced_family_office “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) b•••••••••.com | Fact |
| Private funds advised | 0 | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $0 | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• accounts | 10 | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• hnw usd | $4.0B | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• usd | $4.0B | Mar 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 2 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Website | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) b•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Website title | Home - B•••••• T••••••• Family Office Services | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |