Allie Family Office LLC

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Assets, Funds, Holdings

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Allie Family Office LLC
CRD #307144
SEC #801-118866
CIK #0001908612
AUM 1,321.7 M (2026-03-25)
Employees 11 (100% Investors, 0% Brokers)
Fees
Minimum
Phone786-635-7162
Address1200 Brickell Avenue
Miami, FL 33131
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
1400112084056028002010201520212027
Sector Form 13F Holdings Value ($M)
SPDR Gold Trust 10.6
iShares Comex Gold Trust 5.2
iShares Bitcoin Trust 3.7
Microsoft Corp 1.6
Nvidia Corp 1.4
 
 
 
 
 
 
Holdings by Sector ($M)
4003202401608002020202220242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 30 391.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 21 930.3
(n) Other 0 0.0
Total 51 1,321.7
By Discretionary
Discretionary 31 572.1
Non-Discretionary 20 749.6
Total 51 1,321.7
By Non-United States Persons
Non-United States Persons 1,255.2
United States Persons 66.5
Total 51 1,321.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001908612]
Firm Profile (Form ADV)
Clients4 (82 non-US)
ServesInstitutional, Retail
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