FAMILY MANAGE LLC

CRD 104951File 801-35943

APPROVED

Retail clients

Custody

Filing as of Apr 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$5.31B

Top 25% of cohort (national)

Discretionary AUM

$5.24B

Non-discretionary $75.6M

Clients

761

3,080 accounts

Employees

Top 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Mar 2, 1990
Principal office: 155 E. 44TH STREET, 21ST FLOOR, NEW YORK, NY, 10017
Phone: 212-872-9600
Website: HTTP://WWW.FAMILYMANAGE.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $5.31B
Discretionary AUM: $5.24B
Non-discretionary AUM: $75.6M
Discretionary accounts: 3,040
Non-discretionary accounts: 40
Total accounts: 3,080
AUM per client: $7.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	18	$27.3M
Insurance companies	Fewer than 5	$3.13B
Charitable organizations	11	$25.7M
High net worth individuals	280	$1.81B
Pooled investment vehicles	2	$165.1M
Individuals (other than high net worth individuals)	448	$151.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.