The ALLEN INVESTMENT MANAGEMENT, LLC is a privately held investment adviser that advises $16.91Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. ALLEN INVESTMENT MANAGEMENT, LLC 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 62.03% over the last 5-years.
The Group has been registered with the SEC for 23.32 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 711 FIFTH AVENUE, 10TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 28 employees comprised of 12 investment and 16 non-investment staff. The total number of Employees decreased by 9.68% over the last 5-years.
Their $16.91Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $16.86Bn or 99.71% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $49.9mn or 0.29% of Total Assets.
The Group's top investment strategies include Multi Strat and Fund of Funds, representing 100% and 0% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $570.12K in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
ALLEN INVESTMENT MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.