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Bessemer Trust

New York Founded 1907 Website LinkedIn
Cheque Size$1M to $500M
Stages11
Industries21
Markets23
Stated Portfolio40
Operating Since1907 (119y)

About Bessemer Trust

Bessemer Trust is a private, independent multi-family office that has been providing comprehensive wealth management services since 1907. The firm specializes in investment management, estate planning, and fiduciary services, overseeing assets totaling over $200 billion for more than 3,000 families, foundations, and endowments. With its headquarters in New York City and offices in major U.S. cities, Bessemer Trust offers personalized financial strategies tailored to the unique needs of its clients. The firm's investment approach is diversified across various asset classes, including private equity, venture capital, fixed income, hedge funds, real estate, commodities, and more. Bessemer Trust employs a disciplined investment philosophy, focusing on long-term growth and risk management. Its global presence allows the firm to identify and capitalize on investment opportunities across different markets and sectors. Bessemer Trust's commitment to client service is evident in its high client retention rate and the depth of its advisory services. The firm emphasizes a holistic approach to wealth management, integrating investment strategies with comprehensive financial planning to help clients achieve their financial goals and preserve wealth across generations.

Geographical Focus

African markets1

Other stated markets22

United StatesUnited KingdomCanadaGermanyHong KongJapanAustraliaEuropeSingaporeChinaIndiaBrazilFranceUnited Arab EmiratesSwitzerlandLatin AmericaMexicoSouth KoreaSaudi ArabiaRussiaIsraelCayman Islands

Requirements

Accredited investor status, Alignment with Bessemer Trust's investment philosophy and strategies, Accredited investor status required, Long-term investment horizon preferred, Interest in diversified asset classes, Alignment with Bessemer Trust's investment philosophy

Stated Portfolio40

JPMorgan Chase
BlackRock
Shopify
Citigroup
LinkedIn
Skype
Twitch
PagerDuty
Twilio
DocuSign
Morgan Stanley
Box
Yelp
Pinterest
Bank of America
Deutsche Bank
Goldman Sachs
Wix.com
SendGrid
UBS
Credit Suisse
Mindbody
FuzéInvestor profile
Verisign
Snapdeal
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As reported by the investor. 1 of 40 names match a profile on this platform and links through. The rest are printed as stated.

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Profile

TypeFamily Office
CityNew York
Founded1907
Minimum Cheque$1M
Maximum Cheque$500M