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FAMILY MANAGE LLC
CRD 104951 · SEC 801-35943
155 E. 44TH STREET, 21ST FLOOR, NEW YORK, NY, 10017, United States
Phone
212-872-9600
Fax
212-758-4020
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.31B
Discretionary AUM
$5.24B
Team
23 total employees; 23 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersSERVES AS GENERAL PARTNER TO INVESTMENT FUNDS THAT ARE EXEMPT FROM REGISTRATION UNDER THE INVESTMENT ADVISERS ACT 1940.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 448 | $151.8M |
| High net worth individuals | 280 | $1.81B |
| Pooled investment vehicles | 2 | $165.1M |
| Charitable organizations | 11 | $25.7M |
| Insurance companies | 2 | $3.13B |
| Corporations/business entities | 18 | $27.3M |
States served
VT, AL, AZ, CA, CO, DC, GA, IL, IA, KS, ME, MD, MA, MI, MT, NE, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD