BT Wealth Management

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BT Wealth Management — overview

Type

Fund of Hedge Funds Manager

Location

Atlanta, GA, US

Alternative Asset Class

HF

Established

1999

Firm Ownership

Independent Firm

Investment Team Staff

Total Staff

420

About

BT Wealth Management is a fund of hedge fund manager based in Atlanta. Established in 1999, the firm seeks to construct portfolios based on individual risk profiles with the utilization of alternative investment funds.
Asset ClassNo. of Funds Currently ManagedFunds Raised in the last 10 yearsEst. Dry PowderStrategies
Private Equity--
Private Debt--
Real Estate--
Infrastructure--
Natural Resources--
Asset ClassNo. of Funds Currently ManagedAuMDate of AuMStrategies
Hedge Funds3Alternative Long Only,Diversified

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BT Wealth Management - known decision makers (12)

Contact NamePositionLocationEmailTelephoneAsset Class
Co-Founding PartnerAtlanta, USHF
Partner & Chief Operating Officer Birmingham, USHF
Partner & Wealth AdvisorAtlanta, USHF
Partner & Wealth AdvisorAtlanta, USHF
Partner & Wealth AdvisorAtlanta, USHF

Showing 5 of 12 known decision makers BT Wealth Management

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BT Wealth Management - hedge funds managed (5)

Fund NameShare ClassesInception DateCore StrategyStatusLatest AUM
BT Opportunity Fund II-DiversifiedActive
BT Select Fund I-DiversifiedActive
Waverly Opportunity Fund-Alternative Long OnlyActive
Waverly Opportunity Fund I-DiversifiedLiquidated
Waverly Opportunity Fund II--Liquidated

Showing 5 of 5 hedge funds managed by BT Wealth Management

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