The FAMILY MANAGEMENT CORPORATION is a privately held investment adviser that advises $5.32Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. FAMILY MANAGEMENT CORPORATION is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 102.32% over the last 5-years.
The Group has been registered with the SEC for 36.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 155 E. 44TH STREET 21ST FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 23 employees comprised of 23 investment and 0 non-investment staff. The total number of Employees increased by 21.05% over the last 5-years.
Their $5.32Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 31 other accounts. Assets of Insurance Companies clients own $3.13Bn or 58.9% of Total Assets and High Net Worth Individuals own $1.81Bn or 34.1% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are Insurance Companies and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 3 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
FAMILY MANAGEMENT CORPORATION names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.