Willett Advisors: A Comprehensive Guide to Investments and Partnerships

Willett Advisors is a leading investment firm that has made a name for itself through its strategic partnerships and investments. The firm was founded by Ron Burkle, a well-known entrepreneur and investor.

Willett Advisors has a diverse portfolio of investments, including real estate, private equity, and public equities.

Ron Burkle's experience in the investment industry spans over three decades, giving him a unique perspective on the market.

Willett Advisors has invested in various sectors, including technology, healthcare, and consumer goods.

Willett Advisors has made a total of 18 investments. Their latest investment was in Antares Therapeutics as part of their Series A on May 15, 2025. This investment is one of the many that Willett Advisors has made in the life sciences sector, which accounts for 11 of their investments.

Willett Advisors has a diverse portfolio, with investments in various sectors such as Life Sciences, High Tech, and HealthTech. They have invested in companies like Formation Bio, an AI-powered drug discovery platform, and Scorpion Therapeutics, a clinical-stage oncology company.

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Willett Advisors has also invested in companies at different stages of development. For example, they have invested in companies that have reached Series C, such as Scorpion Therapeutics, and companies that have reached Series D, like Formation Bio.

Here are some key statistics on Willett Advisors' investments by stage:

Willett Advisors' investments have also been spread across various sectors, with a significant focus on Life Sciences and HealthTech.

Willett Advisors has a diverse portfolio of companies, with a mix of IPOs and publicly listed companies.

One notable IPO is Circle, which went public on June 5, 2025, after being first invested in on May 28, 2021, with a Series E round of $440M.

Another example is Disc Medicine, which also went public, but on December 29, 2022, after Willett Advisors first invested in it on September 2, 2021, with a Series B round of $90M.

Finch Therapeutics is another company in Willett Advisors' portfolio, which went public on March 19, 2021, after being first invested in on March 1, 2018, with a Series B round of $36M.

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Willett Advisors has also invested in companies that have been acquired, such as Carmot, which was acquired on December 4, 2023, after Willett Advisors first invested in it on July 26, 2022, with a Series D round of $161M.

Here are some key details about Willett Advisors' portfolio exits:

The team at Willett Advisors is a group of experienced professionals who bring a wealth of knowledge and expertise to their work.

Steven Rattner is the current Chief Executive Officer of Willett Advisors. He has a long history of experience, having previously worked at Quadrangle Group and The New York Times Company.

Willett Advisors has a total of 5 team members, including Steven Rattner.

Here's a breakdown of the team members:

Each of the team members has a unique role to play in the success of Willett Advisors.

The Bloomberg single family office, also known as Willett Advisors, is based in New York City.

Michael Bloomberg's family office mainly coordinates his philanthropic assets, including his Giving Pledge, which he joined with Bill Gates and Warren Buffett.

Willett Advisors invests in a variety of asset classes, including Public Markets, Hedge Funds, Private Equity, Credit, Real Assets, and Direct Investments.

In the past, Willett Advisors has invested in start-ups like TraceLink and Y Combinator.

The family office also has stakes in the Unicorn Circle, a company that created the USDC, a digital currency backed by the US dollar.

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Willett Advisors is a leading investment firm that has made some significant appointments and partnerships.

They have partnered with the New York City Pension Funds, which has a combined asset value of over $190 billion.

Their team is led by Blair Effron, a seasoned investment banker with a strong track record of success.

The firm has also partnered with other prominent organizations, including the New York City Department of Education.

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