F/M INVESTMENTS LLC

CRD 304405 · SEC 801-116853

Visit website

3050 K. ST NW, SUITE 201, WASHINGTON, DC, 20007, United States

Phone

202-839-4910

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$17.74B

Discretionary AUM

$17.64B

Team

83 total employees; 46 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	202	$80.5M
High net worth individuals	797	$999.7M
Banking/thrift institutions	25	$116.9M
Investment companies	23	$8.57B
Pooled investment vehicles	53	$334.1M
Pension/profit sharing plans	108	$2.34B
Charitable organizations	77	$255.1M
State/municipal entities	19	$112.3M
Other investment advisers	3971	$1.82B
Corporations/business entities	497	$3.06B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD