Family Manage LLC

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Family Manage LLC ✚
CRD #	104951
SEC #	801-35943
CIK #	0001539947
AUM	5,313.5 M (2026-04-10)
Employees	23 (100% Investors, 0% Brokers)
Phone	212-872-9600
Address	155 E 44th Street New York, NY 10017
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

CIK	Period
0001539947	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0001539947

Sector	Form 13F Holdings	Value ($M)
	Nvidia Corp	29.0
	Apple Inc	28.8
	Alphabet Inc	24.9
	Microsoft Corp	20.4
	Facebook Inc	14.9
	Amazon Com Inc	13.5
	Broadcom Inc	9.5
	Johnson & Johnson	7.5
	American Express Co	6.7
	iShares Comex Gold Trust	6.0
	Taiwan Semiconductor Manufacturing Co Ltd	5.9




















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Type	Form D Funds	Date	Sold	AUM
HF	FM Fifth Avenue Fund LP	[2012-03-30]	85.6 M	82.1 M
	Filed 2025-06-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	FM Fifth Avenue Fund Ltd	[2012-03-30]	83.7 M	84.8 M
	Filed 2025-06-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	FM Multi-Strategy Appreciation Fund LP	[2012-03-30]	12.0 M	3.2 M
	Offered $12,000,000 · Filed 2010-03-22 (D/A) · Exemption 3(c), 3(c)(1) · Minimum $100,000 · Duration More than one year · Net Assets $5,000,001 - $25,000,000
RE	FM Real Estate Opportunities Fund II LP	[2012-03-30]	4.5 M	1.8 M
	Offered $4,500,000 · Filed 2010-03-22 (D/A) · Exemption 3(c), 3(c)(5) · Minimum $100,000 · Duration More than one year · Net Assets $1 - $5,000,000
RE	FM Real Estate Opportunities Fund LP	2012-03-30		2.5 M

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	448	0.2
(b) Individuals (high net worth individuals)	280	1.8
(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	2	0.2
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	11	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	2	3.1
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	18	0.0
(n) Other	0	0.0
Total	3,080	5.3
By Discretionary
Discretionary	3,040	5.2
Non-Discretionary	40	0.1
Total	3,080	5.3
By Non-United States Persons
Non-United States Persons		0.1
United States Persons		5.2
Total	3,080	5.3

Form D Directors	Role	# Filings	# Firms
Paul Smith	Director	79	10
Roger Priaulx	Director	15	6
Andrea Tessler	Director, Executive Officer	7	2
Seymour Zises	Executive Officer	5	2
J Drake	Director	4	2
FM Fifth Avenue GP	Executive Officer	1	1
FM Fifth Avenue GP LLC	Executive Officer	1	1
Roger Priavlx	Director	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001539947]

Firm Profile (Form ADV)
Discretionary AUM	$1.0B
Serves	Institutional, Retail
Fund Types	Hedge Fund, Real Estate

Comparable Firms	State	AUM
True North Advisors LLC ✚	TX	5,422.7 M
Proficio Capital Partners LLC ✚	MA	5,266.1 M
MCF Advisors LLC ✚	KY	4,684.5 M
Ancora Advisors LLC ✚	OH	4,614.8 M
Cantor Fitzgerald Investment Advisors LP ✚	NY	3,240.0 M
Altes Capital LLC ✚		3,189.3 M
Wellesley Asset Management Inc ✚	NH	1,991.3 M
Howard Financial Services Ltd ✚	TX	1,401.8 M
Financial Management Professionals Inc ✚	TX	1,340.1 M
ANDA Asset Management Co Ltd ✚		1,226.1 M

Family Manage LLC

Assets, Funds, Holdings