# Allie Family Office LLC

> 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.

- CRD: 307144
- Filed as: ALLIE FAMILY OFFICE LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307144
- AdvisorCensus page: https://advisorcensus.com/firm/allie-family-office-llc-miami-fl-307144

## Quick answers

**How is Allie Family Office LLC compensated?**
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.

**Where is Allie Family Office LLC located?**
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).

**Is Allie Family Office LLC registered with the SEC or a state?**
Allie Family Office LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307144.

**How much does Allie Family Office LLC manage?**
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).

**How have Allie Family Office LLC's assets and staff changed since 2021?**
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.

**What types of clients does Allie Family Office LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); corporations or other businesses not listed above (21).

**Which custodians does Allie Family Office LLC use?**
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.

**Does Allie Family Office LLC report any disciplinary disclosures?**
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

**What changed in Allie Family Office LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs & Co. LLC
- J.P. Morgan Securities LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,321,658,406
- Discretionary: $572,088,023
- Non-discretionary: $749,570,383

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 30 | $391,363,914 |
| Corporations or other businesses not listed above | 21 | $930,294,492 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 11 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Lima

### Websites listed on Form ADV (Item 1.I)
- [allie-intl.com](https://allie-intl.com)
- LinkedIn @allie-family-office
- LinkedIn @allié-family-office

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $835,161,913 | 7 | March 31, 2021 |
| October 2022 | $1,039,045,828 | 7 | March 28, 2022 |
| October 2023 | $961,293,990 | 9 | March 16, 2023 |
| October 2024 | $1,119,041,694 | 9 | April 11, 2024 |
| October 2025 | $1,146,566,959 | 10 | May 2, 2025 |
| October 2026 | $1,321,658,406 | 11 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allie Family Office LLC (CRD 307144): Form ADV filing data as of October 2026.