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AUM

~$85 billion (2023)

Principals

3

Principal Net Worth

$141.3B

Founded

2015

Data Flags

None - Forbes 400 #7; ~$141B net worth (Forbes Real-Time Jan 2026); 60+ team members identified; FireAid 2025 ($100M+) verified; comprehensive LinkedIn coverage

Ballmer Group Research

SFOHigh Confidence

Bellevue, Washington

Last verified: Jan 18, 2026

Details

Phone
Not publicly available
Source of Wealth
Technology (Microsoft)
Assets Under Management
~$85 billion (2023)
Source File
research/organizations/ballmer-group.md
UID
fo-ballmer-group

Also Known As

Ballmer GroupBallmer Giving LLCSteve Ballmer Family OfficeBallmer FoundationThe Ballmer Group

Principals (3)

Steve BallmerCo-FounderOWNS
$141.3B
Connie BallmerPhilanthropistOWNS
(3 sons)-OWNS

Team Members (3)

Brandt VaughanChief Investment Officer
WORKS_AT
Connie BallmerCo-Founder
WORKS_AT
Steve BallmerCo-Founder
WORKS_AT

Related Entities (3)

Ballmer Giving LLCSubsidiary

Philanthropic giving vehicle

Ballmer GroupSubsidiary

Family office and philanthropy (founded 2015)

LA ClippersSubsidiary

NBA franchise (owned by Steve)

Known Associates (3)

Bill Gates / Gates Foundation

Microsoft connection, philanthropy partners

Stand Together

Partnership on NextLadder Ventures

Valhalla Foundation

Partnership on economic mobility

Relationship Strength

Loading relationships...

Sources (8)

Changelog

  • 2026-01-18Verification update - Updated verification date to 2026-01-18; confirmed net worth $141B (#7 Forbes Real-Time)
  • 2026-01-18Background enrichment - Added education and career backgrounds for Executive Leadership: Terri Ludwig (Harvard Kennedy MPA, Enterprise Community Partners CEO), Brandt Vaughan (UVA Darden MBA, Microsoft Partner), Angela Trindle (Central Washington BS Accounting, Microsoft)
  • 2026-01-17LinkedIn enrichment (second pass) - Added 2 LinkedIn profiles: Gabriella Barbosa (Senior Portfolio Manager LA), Gillian Zucker (CEO Halo Sports & Entertainment)
  • 2026-01-17LinkedIn enrichment - Added 3 LinkedIn profiles: Nina Revoyr, Loren Harris (Executive Directors), Richard Coffin (USAFacts Chief of Advocacy)
  • 2026-01-17LinkedIn enrichment verified - confirmed 35+ LinkedIn profiles for executive team (Terri Ludwig, Brandt Vaughan, Angela Trindle, Nicole DeCario, and others)
  • 2026-01-17Updated Steve Ballmer net worth to $141.3B (Forbes Real-Time Jan 2026); updated Forbes 400 rank to #7 (previously showed $147.9B/#6)
  • 2026-01-17Added Investment Portfolio section
  • 2025-12-26Major team update - Added 60+ identified team members
  • 2025-12-10Initial research file created

Engagement & Preferences