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⚲
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| Family Management Corporation
✚
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|
|---|---|
| CRD # | 104951 |
| SEC # | 801-35943 |
| CIK # | 0001539947 |
| AUM | $3.6 BB (2024-03-29) |
| Employees | 21 (100% Investors, 48% Brokers) |
| Phone | 212-872-9600 |
| Address | 155 E 44th Street New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 23.5 | |
| AAPL | 2,382,844.0 | 19.9 | |
| NVDA | 399,550.0 | 17.8 | |
| GOOGL | 1,475,138.5 | 16.8 | |
| AMZN | 1,092,997.8 | 12.7 | |
| HD | 277,648.0 | 7.4 | |
| REGN | 65,294.8 | 7.0 | |
| META | 434,852.0 | 5.9 | |
| AXP | 107,077.6 | 5.1 | |
| SHEL | 196,226.7 | 5.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | FM Fifth Avenue Fund LP | [2012-03-30] | 80.8 | 62.9 |
| HF | FM Fifth Avenue Fund Ltd | [2012-03-30] | 78.2 | 63.8 |
| HF | FM Multi-Strategy Appreciation Fund LP | [2012-03-30] | 12.0 | 3.2 |
| RE | FM Real Estate Opportunities Fund II LP | [2012-03-30] | 4.5 | 1.8 |
| RE | FM Real Estate Opportunities Fund LP | 2012-03-30 | 2.5 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 419 | 0.1 |
| (b) Individuals (high net worth individuals) | 277 | 1.5 |
| (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 | 2 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 1.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,911 | 3.6 |
| By Discretionary | ||
| Discretionary | 2,871 | 3.5 |
| Non-Discretionary | 40 | 0.1 |
| Total | 2,911 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 3.5 | |
| Total | 2,911 | 3.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Paul Smith | 72 | ||
| Roger Priaulx | 13 | ||
| Andrea Tessler | 7 | ||
| Seymour Zises | 5 | ||
| J Drake | 4 | ||
| FM Fifth Avenue GP LLC | 1 | ||
| FM Fifth Avenue GP | 1 | ||
| Roger Priavlx | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001539947] |
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|---|---|---|
|
Ancora Advisors LLC
✚
|
OH | 4.3 |
|
True North Advisors LLC
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|
TX | 3.3 |
|
Highmore Capital LLC
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NY | 2.7 |
|
Wellesley Asset Management Inc
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NH | 2.1 |
|
Howard Financial Services Ltd
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TX | 1.3 |
|
NexWave Capital Partners LLC
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NY | 1.0 |
|
ANDA Asset Management Co Ltd
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|
1.0 | |
|
Financial Management Professionals Inc
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|
TX | 1.0 |
|
New Vernon Advisers LP
✚
|
NJ | 0.9 |
|
The Weil Company
✚
|
CA | 0.8 |