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| Happy Holidays!! thanks for using AUM13F!! |
| Family Office Research LLC
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| CRD # | 144136 |
| SEC # | 801-80228 |
| CIK # | 0002041267 |
| AUM | $580.9 M (2025-03-21) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 301-684-1765 |
| Address | 7910 Woodmont Ave Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Marriott International Inc /MD/ | 50.1 | ||
| Delta Air Lines Inc | 5.4 | ||
| United Technologies Corp /DE/ | 2.8 | ||
| Apple Inc | 1.9 | ||
| Marriott Vacations Worldwide Corp | 1.4 | ||
| Amazon Com Inc | 1.1 | ||
| Facebook Inc | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 6.9 |
| (b) Individuals (high net worth individuals) | 92 | 496.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 51.2 |
| (h) Charitable organizations | 1 | 12.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 14.3 |
| (n) Other | 0 | 0.0 |
| Total | 118 | 580.9 |
| By Discretionary | ||
| Discretionary | 81 | 340.5 |
| Non-Discretionary | 37 | 240.4 |
| Total | 118 | 580.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 580.9 | |
| Total | 118 | 580.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002041267] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Collegiate Capital Management Inc
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|
NC | 0.6 |
|
BKM Wealth Management LLC
✚
|
WI | 0.6 |
|
Winslow Asset Management Inc
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|
OH | 0.6 |
|
Sandy Cove Advisors LLC
✚
|
MA | 0.6 |
|
Family WMS LLC
✚
|
GA | 0.6 |
|
Dempsey Lord Smith LLC
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|
GA | 0.6 |
|
McDonald Financial Services LLC
✚
|
AL | 0.6 |
|
Rowling & Associates LLC
✚
|
CA | 0.6 |
|
Sarasin Asset Management Limited
✚
|
0.6 | |
|
East End Financial Group Inc
✚
|
NY | 0.6 |