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| Family Office Research LLC
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|
|---|---|
| CRD # | 144136 |
| SEC # | 801-80228 |
| CIK # | 0002041267 |
| AUM | 648.2 M (2026-03-19) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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/ | 55.0 | ||
| Delta Air Lines Inc | 7.2 | ||
| Apple Inc | 2.2 | ||
| Nvidia Corp | 1.2 | ||
| Amazon Com Inc | 0.9 | ||
| Figure Technology Solutions Inc | 0.9 | ||
| Tesla Motors Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 4.8 |
| (b) Individuals (high net worth individuals) | 103 | 548.6 |
| (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 | 16 | 66.8 |
| (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 | 15.7 |
| (n) Other | 0 | 0.0 |
| Total | 136 | 648.2 |
| By Discretionary | ||
| Discretionary | 106 | 393.5 |
| Non-Discretionary | 30 | 254.7 |
| Total | 136 | 648.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 648.2 | |
| Total | 136 | 648.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002041267] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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