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Building 2ALLEN INVESTMENT MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-832-8000
NotebookSEC #801-61985
Total AUM
$16.9B
Employees
28
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
711 FIFTH AVENUE, 10TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9-5 PM
Monday - Friday
Phone
212-832-8000

ReceiptFinancials

Total AUM
$16.9B
Accounts
840
Discretionary
$14.1B
Accounts
815
Non-Discretionary
$2.8B
Accounts
25

ContactClients

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HNW Individual Clients
142
AUM
$16.9B
Pooled Vehicle Clients
2
AUM
$49.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CUSTOMIZED WEALTH MANAGEMENT SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANYTX

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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