Family Manage LLC

RIASEC RegisteredEst. 1990

Total AUM

$5.3B

Discretionary

$5.2B

99% of AUM

Avg account

$1.7M

Accounts

3,080

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 104951
Registered since: March 2, 1990
Website: www.familymanage.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Insurance Companies58.92%
HNWI34.12%
Pooled Investment Vehicles3.11%
Individuals2.86%
Corporations / Businesses0.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Family Manage LLC is an independent, SEC-registered registered investment adviser organized as a limited liability company and operating since 1990. The firm serves both individual and family clients as well as institutional investors and positions itself as a capital allocator that also provides traditional advisory services. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and pooled investment vehicles, and the selection of other advisers. The firm also lists business activities as a commodity pool operator or commodity trading adviser, and its corporate roles include acting as sponsor, general partner, or managing member of pooled vehicles. Fee arrangements combine percentage-of-AUM billing with fixed fees. Family Manage LLC does not identify as an active ESG investor. In 2020 the firm was named among Top RIA Firms by FA Magazine.