# Family Investment Management L.P.

> Family Investment Management L.P. is a state-registered investment advisory firm, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 170281
- Filed as: FAMILY INVESTMENT MANAGEMENT L.P.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170281
- AdvisorCensus page: https://advisorcensus.com/firm/family-investment-management-l-p-170281

## Quick answers

**How is Family Investment Management L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Family Investment Management L.P. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Family Investment Management L.P. registered with the SEC or a state?**
Family Investment Management L.P. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170281.

**How much does Family Investment Management L.P. manage?**
Family Investment Management L.P. reports $29,385,856 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**What types of clients does Family Investment Management L.P. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (38).

**Does Family Investment Management L.P. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170281

**What changed in Family Investment Management L.P.'s recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 2 to 1.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $29,385,856
- Discretionary: $29,385,856
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $5,387,197 |
| High net worth individuals | 38 | $23,998,659 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 2 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Investment Management L.P. (CRD 170281): Form ADV filing data as of October 2026.