Allen Investment Management, 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 March 30, 2026, reports $16.9B in regulatory assets under management, 28 employees, and 840 accounts.
Assets Under Management
$16.9B
Employees
28
Offices
--
Total Clients
144
Primary office
NEW YORK, NY
711 FIFTH AVENUE, 10TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 98.6% of total clients.
Top client categories% of clientsClients
1
HNWI
98.6%
142
2
Pooled Investment Vehicles
1.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$16.9Bas of March 30, 2026
Discretionary83.3%
$14.1B
83% of total RAUM83.3%
Non-discretionary16.7%
$2.8B
17% of total RAUM16.7%
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$16.9B
Total Accounts840
10Y AUM Change+$13.6B (+404.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee5:1
10Y Employee Change+8 (+40.0%)
* 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.