{
 "record": "Family Office Record",
 "id": "US-CRD-305713",
 "version": "2026-09-14.1",
 "node": "us-fo-kg",
 "as_of": "2026-09-14",
 "operator": "Agentic KG Holdings",
 "office": "https://agent-kg.ai",
 "surface": "https://familyofficeknowledgegraph.ai",
 "served_by": "https://us-fo-kg.familyofficeknowledgegraph.ai/mcp",
 "lei": null,
 "identity": {
  "legal_name": {
   "value": "BT FAMILY OFFICE, LLC",
   "source_url": "https://api.adviserinfo.sec.gov/search/firm?query=305713&hl=false&nrows=10&start=0&wt=json",
   "read_by": "fo-kg-harvest/0.2",
   "read": "2026-09-14",
   "state": "confirmed",
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   "second_read_by": "fo-kg-harvest/0.2",
   "basis": "name on SEC Form ADV roster — registered investment advisers (FOIA file 2026-09-01)"
  },
  "jurisdiction": {
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   "source_url": "https://api.adviserinfo.sec.gov/search/firm?query=305713&hl=false&nrows=10&start=0&wt=json",
   "read_by": "fo-kg-harvest/0.2",
   "read": "2026-09-14",
   "state": "sourced",
   "label": "United States"
  },
  "structure": {
   "value": "multi-family",
   "source_url": "https://btfamilyoffice.com/",
   "read_by": "sonar-pro",
   "read": "2026-09-14",
   "state": "confirmed",
   "basis": "read the same by two or more readers on the same page",
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  },
  "formation": null,
  "registered_office": {
   "value": "ATLANTA, 30339, US",
   "source_url": "https://api.adviserinfo.sec.gov/search/firm?query=305713&hl=false&nrows=10&start=0&wt=json",
   "read_by": "fo-kg-harvest/0.2",
   "read": "2026-09-14",
   "state": "confirmed",
   "second_source_url": "https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia09012026-registered.zip",
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   "basis": "registered office on SEC Form ADV roster — registered investment advisers (FOIA file 2026-09-01) (city and postal code agree)"
  },
  "legal_form": null,
  "entity_status": {
   "value": "ACTIVE",
   "source_url": "https://api.adviserinfo.sec.gov/search/firm?query=305713&hl=false&nrows=10&start=0&wt=json",
   "read_by": "fo-kg-harvest/0.2",
   "read": "2026-09-14",
   "state": "sourced"
  },
  "category": null
 },
 "registrations": [
  {
   "register": "SEC Form ADV roster — registered investment advisers (FOIA file 2026-09-01)",
   "register_id": null,
   "id": {
    "value": "305713",
    "source_url": "https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia09012026-registered.zip",
    "read_by": "fo-kg-harvest/0.2",
    "read": "2026-09-14",
    "state": "sourced",
    "page": "https://www.sec.gov/help/foiadocsinvafoiahtm.html"
   },
   "url": "https://www.sec.gov/help/foiadocsinvafoiahtm.html",
   "status": {
    "value": "registered",
    "source_url": "https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia09012026-registered.zip",
    "read_by": "fo-kg-harvest/0.2",
    "read": "2026-09-14",
    "state": "sourced"
   },
   "read": "2026-09-14",
   "sec_number": {
    "value": "801-118235",
    "source_url": "https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia09012026-registered.zip",
    "read_by": "fo-kg-harvest/0.2",
    "read": "2026-09-14",
    "state": "sourced"
   }
  },
  {
   "register": "SEC Investment Adviser Public Disclosure (IAPD)",
   "register_id": null,
   "id": {
    "value": "305713",
    "source_url": "https://api.adviserinfo.sec.gov/search/firm?query=305713&hl=false&nrows=10&start=0&wt=json",
    "read_by": "fo-kg-harvest/0.2",
    "read": "2026-09-14",
    "state": "sourced",
    "page": "https://adviserinfo.sec.gov/firm/summary/305713"
   },
   "url": "https://adviserinfo.sec.gov/firm/summary/305713",
   "status": {
    "value": "ACTIVE",
    "source_url": "https://api.adviserinfo.sec.gov/search/firm?query=305713&hl=false&nrows=10&start=0&wt=json",
    "read_by": "fo-kg-harvest/0.2",
    "read": "2026-09-14",
    "state": "sourced"
   },
   "read": "2026-09-14",
   "sec_number": {
    "value": "118235",
    "source_url": "https://api.adviserinfo.sec.gov/search/firm?query=305713&hl=false&nrows=10&start=0&wt=json",
    "read_by": "fo-kg-harvest/0.2",
    "read": "2026-09-14",
    "state": "sourced"
   }
  }
 ],
 "principals": [
  {
   "name": {
    "value": "Lorrie Allegra",
    "source_url": "https://btfamilyoffice.com/",
    "read_by": "sonar-pro",
    "read": "2026-09-14",
    "state": "filled",
    "basis": "principal as the subject's own page says"
   },
   "role": "principal"
  },
  {
   "name": {
    "value": "Callie Mixon",
    "source_url": "https://btfamilyoffice.com/",
    "read_by": "grok-4.6",
    "read": "2026-09-14",
    "state": "filled",
    "basis": "Director as the subject's own page says"
   },
   "role": "Director"
  },
  {
   "name": {
    "value": "Elma Sjekirica",
    "source_url": "https://btfamilyoffice.com/",
    "read_by": "grok-4.6",
    "read": "2026-09-14",
    "state": "filled",
    "basis": "Director as the subject's own page says"
   },
   "role": "Director"
  },
  {
   "name": {
    "value": "John Cummings",
    "source_url": "https://btfamilyoffice.com/",
    "read_by": "grok-4.6",
    "read": "2026-09-14",
    "state": "filled",
    "basis": "Strategic Advisor to BT Family Office as the subject's own page says"
   },
   "role": "Strategic Advisor to BT Family Office"
  },
  {
   "name": {
    "value": "Dane Harris",
    "source_url": "https://btfamilyoffice.com/",
    "read_by": "grok-4.6",
    "read": "2026-09-14",
    "state": "filled",
    "basis": "Strategic Advisor to BT Family Office as the subject's own page says"
   },
   "role": "Strategic Advisor to BT Family Office"
  },
  {
   "name": {
    "value": "Vijay Vaswani",
    "source_url": "https://btfamilyoffice.com/",
    "read_by": "grok-4.6",
    "read": "2026-09-14",
    "state": "filled",
    "basis": "Strategic Advisor to BT Family Office as the subject's own page says"
   },
   "role": "Strategic Advisor to BT Family Office"
  }
 ],
 "sectors": [],
 "website": {
  "value": "https://www.linkedin.com/company/bt-family-office-llc/",
  "source_url": "https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia09012026-registered.zip",
  "read_by": "fo-kg-harvest/0.2",
  "read": "2026-09-14",
  "state": "sourced",
  "basis": "website as disclosed on SEC Form ADV roster — registered investment advisers (FOIA file 2026-09-01)"
 },
 "aliases": [
  {
   "value": "BT FAMILY OFFICE, LLC",
   "source_url": "https://api.adviserinfo.sec.gov/search/firm?query=305713&hl=false&nrows=10&start=0&wt=json",
   "read_by": "fo-kg-harvest/0.2",
   "read": "2026-09-14",
   "state": "sourced",
   "type": "register name, second form"
  }
 ],
 "events": [],
 "gaps": [
  {
   "field": "lei",
   "reason": "no LEI: the entity is not on GLEIF under this name (searched by name)",
   "tried": "https://api.gleif.org/api/v1/lei-records?filter[entity.legalAddress.country]=US&filter[fulltext]=BT FAMILY OFFICE, LLC"
  },
  {
   "field": "sectors",
   "reason": "no register read discloses sectors",
   "tried": "https://api.adviserinfo.sec.gov/search/firm?query=305713&hl=false&nrows=10&start=0&wt=json"
  },
  {
   "field": "identity.formation",
   "reason": "no source read records a formation date",
   "tried": "https://api.adviserinfo.sec.gov/search/firm?query=305713&hl=false&nrows=10&start=0&wt=json"
  }
 ],
 "sources": [
  "https://api.adviserinfo.sec.gov/search/firm?query=305713&hl=false&nrows=10&start=0&wt=json",
  "https://btfamilyoffice.com/",
  "https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia09012026-registered.zip"
 ],
 "discovery": null
}