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| Happy Holidays!! thanks for using AUM13F!! |
| Family Management Corporation
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| CRD # | 104951 |
| SEC # | 801-35943 |
| CIK # | 0001539947 |
| AUM | $4.4 B (2025-05-20) |
| Employees | 20 (100% Investors, 0% Brokers) |
| Phone | 212-872-9600 |
| Address | 155 E 44th Street New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001539947 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 29.9 | ||
| Microsoft Corp | 25.0 | ||
| Apple Inc | 21.7 | ||
| Facebook Inc | 18.0 | ||
| Alphabet Inc | 13.4 | ||
| Amazon Com Inc | 9.7 | ||
| NRG Energy Inc | 8.5 | ||
| Citigroup Inc | 7.7 | ||
| Priceline Com Inc | 7.5 | ||
| American Express Co | 7.1 | ||
| J P Morgan Chase & Co | 6.5 | ||
| Salesforce Com Inc | 6.5 | ||
| Kroger Co | 6.2 | ||
| VISA Inc | 6.2 | ||
| Home Depot Inc | 6.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.1 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | FM Fifth Avenue Fund LP | [2012-03-30] | 85.6 | 70.7 |
| HF | FM Fifth Avenue Fund Ltd | [2012-03-30] | 83.7 | 72.6 |
| HF | FM Multi-Strategy Appreciation Fund LP | [2012-03-30] | 12.0 | 3.2 |
| RE | FM Real Estate Opportunities Fund II LP | [2012-03-30] | 4.5 | 1.8 |
| RE | FM Real Estate Opportunities Fund LP | 2012-03-30 | 2.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 451 | 0.2 |
| (b) Individuals (high net worth individuals) | 256 | 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 | 2.5 |
| (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 | 3,166 | 4.4 |
| By Discretionary | ||
| Discretionary | 3,128 | 4.3 |
| Non-Discretionary | 38 | 0.1 |
| Total | 3,166 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 4.3 | |
| Total | 3,166 | 4.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Paul Smith | 74 | ||
| Roger Priaulx | 15 | ||
| Andrea Tessler | 7 | ||
| Seymour Zises | 5 | ||
| J Drake | 4 | ||
| FM Fifth Avenue GP | 1 | ||
| FM Fifth Avenue GP LLC | 1 | ||
| Roger Priavlx | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001539947] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ancora Advisors LLC
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|
OH | 4.5 |
|
True North Advisors LLC
✚
|
TX | 4.5 |
|
Proficio Capital Partners LLC
✚
|
MA | 4.0 |
|
Altes Capital LLC
✚
|
NY | 3.1 |
|
Cantor Fitzgerald Investment Advisors LP
✚
|
NY | 2.4 |
|
Wellesley Asset Management Inc
✚
|
NH | 2.1 |
|
Howard Financial Services Ltd
✚
|
TX | 1.4 |
|
Financial Management Professionals Inc
✚
|
TX | 1.1 |
|
NexWave Capital Partners LLC
✚
|
NY | 1.0 |
|
New Vernon Advisers LP
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|
NJ | 0.9 |