SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Family Manage LLC
New York, NY
CRD 104951
Firm filing updated April 10, 2026 ·
- $5.3BAssets
- 23Advisory staff
- 3,080Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals448
- High net worth individuals280
- Corporations or other businesses18
- Charities11
- Pooled vehicles2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 448 | $151.8 million |
| High net worth individuals | 280 | $1.8 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $165.1 million |
| Charitable organizations | 11 | $25.7 million |
| Insurance companies | Fewer than 5 clients | $3.1 billion |
| Corporations or other businesses not listed above | 18 | $27.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Selection of other advisors (including private fund managers)
- Other: "SERVES AS GENERAL PARTNER TO INVESTMENT FUNDS THAT ARE EXEMPT FROM REGISTRATION UNDER THE INVESTMENT ADVISERS ACT 1940."
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
- Other: "SERVES AS GENERAL PARTNER TO INVESTMENT FUNDS THAT ARE EXEMPT FROM REGISTRATION UNDER THE INVESTMENT ADVISERS ACT 1940."
Assets and accounts
- Regulatory assets$5.3 billion
- Accounts3,080
- Discretionary$5.2 billion · 3,040 accounts
- Non-discretionary$75.6 million · 40 accounts
People
- Employees23
- Advisory staff23
- Broker-dealer reps0
- Licensed insurance agents4
- Planning clients500
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 104951, SEC file 801-35943.
- Registered with the SEC as an investment advisor (status date on record: March 2, 1990).
Is Family Manage LLC a fiduciary?
Short answer: Family Manage LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
4 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.