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FAMILY MANAGE LLC
CRD 104951File 801-35943
APPROVED
Retail clients
Custody
Filing as of Apr 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.31B
Top 25% of cohort (national)
Discretionary AUM
$5.24B
Non-discretionary $75.6M
Clients
761
3,080 accounts
Employees
23
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 23 | increased by3 |
| Apr 1, 2026 | Clients | 742 | 761 | increased by19 |
| Apr 1, 2026 | AUM | $4,404,570,486 | $5,313,511,244 | increased by$908,940,758 |
| Apr 1, 2026 | Accounts | 3,166 | 3,080 | decreased by86 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 20 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 729 | 742 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,148,958,350 | $4,404,570,486 | increased by$1,255,612,136 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,149 | 3,166 | increased by17 |
| Apr 1, 2022 | Clients | 676 | 729 | increased by53 |
| Apr 1, 2022 | AUM | $2,627,201,313 | $3,148,958,350 | increased by$521,757,037 |
| Apr 1, 2022 | Accounts | 2,136 | 3,149 | increased by1,013 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FAMILY MANAGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FAMILY MANAGE” may also match similarly-named firms). Confirm identity against each filing.
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.