Allen Investment Management LLC

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Assets, Funds, Holdings

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CAFR Data
Allen Investment Management LLC
CRD #124454
SEC #801-61985
CIK #1326234
AUM $5.5 BB (76% Disc, 90% US)
Employees25 (40% Investors, 0% Brokers)
Phone212-832-8000
Address711 Fifth Avenue, 10th Floor
New York, NY 10022
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
10.08.06.04.02.00.02001200720132020
Sector Holding Cap ($MM) Value ($MM)
MSFT865,660.0146.4
AAP11,140.0139.6
GOOG817,370.0135.9
TDG22,900.0134.7
CMCSA177,280.0121.0
CHTR76,860.0115.3
USFD7,400.0113.7
W15,500.0112.2
LH14,690.0106.9
LOW80,620.0101.8
View All
Holdings by Sector ($)
2.52.01.51.00.50.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF ACIA Asset Allocation Fund LP [2011-07-13] 128.9 111.3
HF ACIA Equity Fund LP [2011-02-11] 10.5 0.3
HF Allen Global Partners LP [2009-09-23] 351.6 343.6
HF Allen Global Partners Offshore 504.4
View All
Fund Directors # Filings # Firms 2011 - 2019
Allen Operations LLC 3 1
Allen Investment Management LLC 2 1
Allen Operations LLC Allen Operations LLC 2 1
Kevin Medina 1 1
Joseph Cerullo 1 1
Robert Dean 1 1
Tal Gurion 1 1
Peter Diiorio 1 1
Howard Felson 1 1
Kim Wieland 1 1
Comparable Firms State AUM ($BB)
Chicago Equity Partners LLC
IL 6.0
Truston Asset Management Co Ltd
6.0
Churchill Management Corp
CA 5.5
Redmile Group LLC
CA 5.4
Pinnacle Associates Ltd
NY 5.3
Chartwell Investment Partners
PA 5.2
O'Shaughnessy Asset Management LLC
CT 5.1
Fulcrum Asset Management LLP
5.1
Disciplined Growth Investors Inc
MN 5.1
Fiduciary Asset Management Co
MO 5.1
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