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Biltmore Family Office

EST. AUM
$3,164,134,924

CONTACTS
11

CLIENT ACCOUNTS
951

Firm Details

Metro area Charlotte
CRD Number 167174
Website biltmorefamilyoffice.com
Client types

Overview

Biltmore Family Office is a $2.9 billion multi-family office based in Charlotte, NC. Mike Gregory (Head of Research) and Emma DeMane (Analyst) lead their investment research. Mike is focused more on private investments, while Emma focuses her research on the liquid markets. Biltmore has about 40 approved strategies that their underlying portfolio managers create customized portfolios for their clients. Peter Harris more recently joined as an analyst on the team. They really work off of a very tight concentrated list of managers for which their portfolio managers can create custom portfolios for their underlying clients.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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