{
  "crd_number": 307144,
  "slug": "allie-family-office-llc-miami-fl-307144",
  "primary_business_name": "ALLIE FAMILY OFFICE LLC",
  "legal_name": "ALLIE FAMILY OFFICE LLC",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-06-15",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 1321658406.0,
  "raum_discretionary": 572088023.0,
  "raum_non_discretionary": 749570383.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 11,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 391363914.0,
      "count": 30
    },
    "corporations_other_businesses": {
      "raum": 930294492.0,
      "count": 21
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://allie-intl.com",
    "https://linkedin.com/company/allie-family-office",
    "https://linkedin.com/company/allié-family-office"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307144",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/allie-family-office-llc-miami-fl-307144",
  "display_name": "Allie Family Office LLC",
  "summary": "Allie Family Office LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Allie Family Office LLC (CRD 307144): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Allie Family Office LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Allie Family Office LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Allie Family Office LLC located?",
      "a": "Allie Family Office LLC's principal office is in Miami, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Allie Family Office LLC registered with the SEC or a state?",
      "a": "Allie Family Office LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307144."
    },
    {
      "q": "How much does Allie Family Office LLC manage?",
      "a": "Allie Family Office LLC reports $1,321,658,406 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (43% discretionary)."
    },
    {
      "q": "How have Allie Family Office LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Allie Family Office LLC: Regulatory assets under management: $835,161,913 in the October 2021 data and $1,321,658,406 in the October 2026 data, up 58%. Total employees: 7 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Allie Family Office LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (30); corporations or other businesses not listed above (21)."
    },
    {
      "q": "Which custodians does Allie Family Office LLC use?",
      "a": "Allie Family Office LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Allie Family Office LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307144"
    },
    {
      "q": "What changed in Allie Family Office LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 10 to 11. Regulatory assets under management went from $1,146,566,959 to $1,321,658,406 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 835161913.0,
      "total_employees": 7,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1039045828.0,
      "total_employees": 7,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 961293990.0,
      "total_employees": 9,
      "filing_date": "2023-03-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1119041694.0,
      "total_employees": 9,
      "filing_date": "2024-04-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1146566959.0,
      "total_employees": 10,
      "filing_date": "2025-05-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1321658406.0,
      "total_employees": 11,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 11.",
        "Regulatory assets under management went from $1,146,566,959 to $1,321,658,406 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Goldman Sachs & Co. LLC",
      "name_as_filed": "GOLDMAN SACHS & CO. LLC",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/allie-family-office-llc-miami-fl-307144.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 30,
      "fewer_than_5": false,
      "raum": 391363914.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 21,
      "fewer_than_5": false,
      "raum": 930294492.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307144",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}