# Family Manage LLC

> Family Manage LLC is an SEC-registered investment advisory firm in New York, NY, registered since 1990, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 10, 2026.

- CRD: 104951
- Filed as: FAMILY MANAGE LLC
- Also doing business as: FAMILY MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104951
- AdvisorCensus page: https://advisorcensus.com/firm/family-manage-llc-new-york-ny-104951

## Quick answers

**How is Family Manage LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Family Manage 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 Family Manage LLC located?**
Family Manage LLC's principal office is in New York, NY, according to its Form ADV.

**Is Family Manage LLC registered with the SEC or a state?**
Family Manage LLC is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 104951.

**How much does Family Manage LLC manage?**
Family Manage LLC reports $5,313,511,244 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (99% discretionary).

**How have Family Manage LLC's assets and staff changed since 2021?**
In the Form ADV data for Family Manage LLC: Regulatory assets under management: $2,627,201,313 in the October 2021 data and $5,313,511,244 in the October 2026 data, up 102%. Total employees: 19 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Family Manage LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (448); high net worth individuals (280); corporations or other businesses not listed above (18).

**Which custodians does Family Manage LLC use?**
Family Manage LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Family Manage 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/104951

**What changed in Family Manage LLC's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## 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))
- Charles Schwab & Co., Inc.
- Pershing 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: $5,313,511,244
- Discretionary: $5,237,915,364
- Non-discretionary: $75,595,880

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 448 | $151,779,152 |
| High net worth individuals | 280 | $1,812,760,147 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $165,119,576 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 11 | $25,686,160 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 2 | $3,130,906,975 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 18 | $27,259,234 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 1990 (36 years)
- Employees: 23 total, 23 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, KS, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [andreatessler.com](https://andreatessler.com)
- [familymanage.com](https://familymanage.com)
- [seymourzises.com](https://seymourzises.com)
- LinkedIn @FAMILY-MANAGEMENT-CORPORATION

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,627,201,313 | 19 | August 24, 2021 |
| October 2022 | $3,148,958,350 | 19 | March 31, 2022 |
| October 2023 | $3,155,272,313 | 20 | May 30, 2023 |
| October 2024 | $3,606,809,839 | 21 | March 29, 2024 |
| October 2025 | $4,404,570,486 | 20 | May 20, 2025 |
| October 2026 | $5,313,511,244 | 23 | April 10, 2026 |

Regulatory assets under management: $2,627,201,313 in the October 2021 data and $5,313,511,244 in the October 2026 data, up 102%.
Total employees: 19 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 20 to 23.
- Regulatory assets under management went from $4,404,570,486 to $5,313,511,244 (+21%).

### December 2025
- Reported a succession: took over the business of Family Management Corporation (CRD 104951) on August 20, 2025.
- Changed its legal name from Family Management Corporation to Family Manage LLC.

### November 2025
- Added the business name Family Management.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Manage LLC (CRD 104951): Form ADV filing data as of October 2026.