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CNBCS&P 500 Reaches New All-Time High Amid Tech RallyJust now
BLOOMBERGFederal Reserve Maintains Interest Rates, Signals Data-Dependent Approach07:09
WALL STREET JOURNALBig Tech Earnings Beat Expectations, Stock Prices Soar05:08
REUTERSGlobal Markets Rally on Strong Economic Data04:32
BLOOMBERGOil Prices Rise on OPEC+ Production Cut Decision03:15
FINANCIAL TIMESGold Hits Record High Amid Market Uncertainty02:44
COINDESKBitcoin Surges Past $45,000 on ETF Optimism01:23

About Bellator

Founded in 2010, Bellator Family Office is dedicated to preserving and growing generational wealth through disciplined investing, strategic partnerships, and comprehensive family office services.

Our Mission

To serve as a trusted steward of family wealth, providing institutional-quality investment management, comprehensive wealth planning, and personalized service that enables families to focus on what matters most.

We believe that thoughtful wealth management extends beyond investment returns—it encompasses tax efficiency, estate planning, family governance, philanthropy, and the preparation of future generations to be responsible stewards.

By the Numbers

$2.5B+

Assets Under Management

42

Family Partnerships

14 Years

Average Client Relationship

3

Global Offices

Our Core Values

The principles that guide every decision we make and every relationship we build

Fiduciary Excellence

We act as true fiduciaries, always putting our clients' interests first with unwavering integrity and transparency.

Long-Term Focus

We think in decades, not quarters, aligning our strategies with the multi-generational objectives of the families we serve.

Institutional Quality

We provide access to institutional-grade investment opportunities and expertise typically reserved for the largest endowments.

Personalized Service

Every family is unique. We customize our services to align with your specific values, goals, and circumstances.

Partnership Mindset

We view ourselves as long-term partners in your family's wealth journey, celebrating successes and navigating challenges together.

Continuous Innovation

We constantly seek new ways to enhance our service and identify emerging opportunities for our clients.

Our Journey

From a boutique firm to a leading multi-family office

2010

Bellator Founded

James Richardson establishes Bellator Family Office in Johannesburg, South Africa with $150M in initial assets under management.

2013

$1B AUM Milestone

Reached $1 billion in assets under management, expanding to serve 15 family partnerships across Africa.

2015

Dubai Expansion

Opened Dubai office in DIFC to serve clients across the Middle East and Gulf region.

2018

Asia-Pacific Growth

Launched Singapore and Hong Kong offices to expand into Asian markets and serve international families.

2020

Private Markets Platform

Established dedicated private markets team and launched co-investment platform for direct deals across emerging markets.

2023

$2.5B+ AUM

Surpassed $2.5 billion in assets under management, serving 42 family partnerships across Africa, Asia, and the Middle East.

Our Leadership Team

Experienced professionals committed to your family's success

James Richardson

Founder & CEO

James founded Bellator Family Office in 2010 with a vision to provide institutional-quality investment management to ultra-high-net-worth families. Prior to Bellator, he spent 15 years at Goldman Sachs, where he led the Private Wealth Management division.

Education

MBA, Harvard Business School | BS Economics, Princeton University

Specialties

Strategic LeadershipClient RelationsM&A Advisory

Michael Chen, CFA

Chief Investment Officer

Michael oversees all investment strategies and portfolio management at Bellator. With over 20 years of experience in institutional asset management, he previously served as Portfolio Manager at BlackRock and Bridgewater Associates.

Education

MS Finance, MIT Sloan | BS Mathematics, Stanford University

Specialties

Portfolio ManagementAlternative InvestmentsRisk Management

Sarah Thompson

Managing Director, Private Markets

Sarah leads Bellator's private markets investment team, focusing on private equity, venture capital, and direct co-investments. She brings extensive experience from KKR and Sequoia Capital, with a track record of identifying exceptional investment opportunities.

Education

MBA, Wharton School | BA Economics, Yale University

Specialties

Private EquityVenture CapitalDue Diligence

David Williams, CFP®

Head of Wealth Planning

David specializes in comprehensive wealth planning for multi-generational families. His expertise includes estate planning, tax optimization, and family governance structures. Prior roles include leadership positions at Morgan Stanley and U.S. Trust.

Education

JD, Columbia Law School | BA Political Science, Georgetown University

Specialties

Estate PlanningTax StrategyFamily Governance

Emily Rodriguez, CPA

Chief Operating Officer

Emily oversees all operational aspects of Bellator, ensuring seamless service delivery to client families. Her background includes senior roles at Deloitte and PwC, with deep expertise in financial services operations and compliance.

Education

MBA, Northwestern Kellogg | BS Accounting, Notre Dame

Specialties

Operations ManagementComplianceProcess Optimization

Robert Park

Head of Real Estate Investments

Robert manages Bellator's real estate investment platform, with a focus on commercial properties, development projects, and REITs. He previously led real estate portfolios at Blackstone and Brookfield Asset Management.

Education

MS Real Estate, NYU | BS Finance, USC Marshall

Specialties

Commercial Real EstateDevelopmentAsset Management

Awards & Recognition

Honored to be recognized by leading industry organizations

Top Family Office 2024

Family Wealth Report

Best Multi-Family Office

Private Asset Management

Excellence in Service

Wealth Management Awards

Innovation Leader

Financial Planning Association

Join the Bellator Family

Discover how our team can help preserve and grow your family's wealth for generations to come