Family Manage LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 10, 2026, reports $5.3B in regulatory assets under management, 23 employees, 2 offices, and 3,080 accounts.
Assets Under Management
$5.3B
Employees
23
Offices
2 offices
Total Clients
761
Primary office
NEW YORK, NY
155 E. 44TH STREET, 21ST FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.9% of total clients.
Top client categories% of clientsClients
1
Individuals
58.9%
448
2
HNWI
36.8%
280
3
Corporations
2.4%
18
4
Charitable
1.4%
11
5
Pooled Investment Vehicles
0.3%
2
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.3Bas of April 10, 2026
Discretionary98.6%
$5.2B
99% of total RAUM98.6%
Non-discretionary1.4%
$76M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.3B
Total Accounts3,080
10Y AUM Change+$3.6B (+207.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee33:1
10Y Employee Change+8 (+53.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.