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FAMILY MANAGE LLC
NEW YORK, NY
212-872-9600
SEC #801-35943Total AUM
$5.3B
Employees
23Clients
761Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
155 E. 44TH STREET
21ST FLOOR
NEW YORK
NY 10017
United States
21ST FLOOR
NEW YORK
NY 10017
United States
Operating Hours
8:30 TO 5:30
Monday - Friday
Monday - Friday
Phone
212-872-9600
Other Offices
2
Financials
Total AUM
$5.3B
Accounts
3,080Discretionary
$5.2B
Accounts
3,040Non-Discretionary
$75.6M
Accounts
40
Clients
Individual Clients
448AUM
$151.8M
HNW Individual Clients
280AUM
$1.8B
Pooled Vehicle Clients
2AUM
$165.1M
Charitable Organization Clients
11AUM
$25.7M
Insurance Company Clients
2AUM
$3.1B
Corporation or Business Clients
18AUM
$27.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
SERVES AS GENERAL PARTNER TO INVESTMENT FUNDS THAT ARE EXEMPT FROM REGISTRATION UNDER THE INVESTMENT ADVISERS ACT 1940.
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTDCFLGAIAILKSMAMDMEMIMOMTNCNENHNJNMNYOHORPASCSDTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.