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| Keyboard |
| Family CFO LLC
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|---|---|
| CRD # | 108891 |
| SEC # | 801-121138 |
| CIK # | 0001911695 |
| AUM | 169.7 M (2026-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 917-747-2801 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bloom Energy Corp | 20.6 | ||
| Broadcom Inc | 2.1 | ||
| Tesla Motors Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.1 |
| (b) Individuals (high net worth individuals) | 40 | 167.5 |
| (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 | 1 | 1.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 164 | 169.7 |
| By Discretionary | ||
| Discretionary | 146 | 167.9 |
| Non-Discretionary | 18 | 1.8 |
| Total | 164 | 169.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.7 | |
| Total | 164 | 169.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911695] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 40 |
| Serves | Retail |
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