Family Management Corporation

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Assets, Funds, Holdings

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CAFR Data
Family Management Corporation
CRD #104951
SEC #801-35943
CIK #
AUM $2.1 BB (96% Disc, 95% US, 2020-03-30)
Employees16 (100% Investors, 56% Brokers)
Phone212-872-9600
Address485 Madison Avenue, 19th Fl
New York, NY 10022
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.01999200620132021
Sector Issuer Cap ($MM) Value ($MM)
IGSB 20.1
SHV 17.2
AAPL 1,372,810.0 11.2
BOND 11.0
ITOT 9.7
SPY 7.7
MSFT 1,376,930.0 7.1
GOOGL 970,260.0 6.3
TPL 4,560.0 6.3
FLTR 5.5
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Holdings by Sector ($)
0.30.20.20.10.10.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF FM Fifth Avenue Fund LP [2011-07-05] 61.9 62.6
HF FM Fifth Avenue Fund Ltd [2011-07-05] 66.3 64.0
RE FM Real Estate Opportunities Fund II LP [2009-03-10] 4.5 1.8
HF FM Multi-Strategy Appreciation Fund LP [2009-03-06] 12.0 3.2
RE FM Real Estate Opportunities Fund LP 2.5
View All
Fund Directors # Filings # Firms 2011 - 2020
Roger Priaulx 5 3
Andrea Tessler 4 1
Seymour Zises 2 1
Roger Priavlx 1 1
FM Fifth Avenue GP LLC 1 1
J Drake 1 1
FM Fifth Avenue GP 1 1
Comparable Firms State AUM ($BB)
Global Forest Partners LP
NH 3.1
Coldstream Capital Management Inc
WA 2.8
Warren Averett Asset Management LLC
AL 2.7
Belpointe Asset Management LLC
AZ 1.7
True North Advisors LLC
TX 1.6
Dialectic Capital Management LLC
NY 1.1
New Vernon Advisers LP
NJ 0.9
The Weil Company
CA 0.8
Financial Management Professionals Inc
TX 0.7
Howard Financial Services Ltd
TX 0.7
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