AUM
~$100+ billion (estimated)
Principals
1
Principal Net Worth
$104.2B
Founded
1995
Data Flags
Net worth verified via Forbes 2025 ($108B, #13 globally); team data from LinkedIn and public sources; Michael Larson CIO transition noted in 2024
Cascade Investment Research
SFOHigh ConfidenceKirkland, Washington
Last verified: Jan 17, 2026
Details
- Website
- Not publicly available
- Phone
- Not publicly available
- Source of Wealth
- Technology (Microsoft)
- Assets Under Management
- ~$100+ billion (estimated)
- Source File
- research/organizations/cascade-investment.md
- UID
- fo-cascade-investment
Also Known As
Cascade InvestmentCascade Investment LLCBill Gates Family OfficeGates Family Office
Team Members (9)
Alan HeubergerSenior Investment Manager
WORKS_ATBill GatesFounder
WORKS_ATJeff DardarianHead of Markets
WORKS_ATJohn O'BrienSenior Investment Manager (Private Equity & Real Estate)
WORKS_ATKeith TraverseSenior Investment Manager (Portfolio Analysis, Risk)
WORKS_ATLori SabetChief HR Officer
WORKS_ATMichael LarsonChief Investment Officer
WORKS_ATMike RoddenGeneral Counsel
WORKS_ATRobert FritzLead Director, Four Seasons
WORKS_ATRelated Entities (4)
Known Associates (2)
Relationship Strength
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Sources (5)
Changelog
- 2025-12-25Major team update - Added 30+ team members across all departments
- 2025-12-10Initial research file created