{"url":"https://nivawealth.com/firms/allen-investment-management-124454","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/124454","regulatoryAum":16914755305,"crd":"124454","secFileNumber":"801-61985","legalName":"Allen Investment Management, LLC","displayName":"Allen Investment Management","website":null,"founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"711 Fifth Avenue, 10th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10022"},"tradeNames":["Allen & Company Investment Advisors"],"registration":{"secApproved":"11 April 2003","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":28,"advisory":12,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":14087219651,"discretionaryAccounts":815,"nonDiscretionary":2827535654,"nonDiscretionaryAccounts":25,"wrapProgram":null,"nonUsClientsPct":12,"nonAumClients":4},"clientTypes":[{"label":"High-net-worth individuals","clients":142,"regulatoryAum":16864857339},{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":49897966}],"fees":[],"feeNotes":[],"custodians":[{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":2699400000},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":3733800000},{"name":"National Financial Services","shortName":"Fidelity","location":"Boston, MA","smaAssets":5107400000},{"name":"JP Morgan Chase Bank NA","shortName":"J.P. 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They include 142 high-net-worth individuals and 2 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Allen Investment Management offer?","answer":"Allen Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Allen Investment Management use?","answer":"Allen Investment Management’s separately managed account assets are held at National Financial Services (Boston, MA), with $5,107,400,000, Charles Schwab & Co., Inc. (San Francisco, CA), with $3,733,800,000, Pershing LLC (Jersey City, NJ), with $2,699,400,000 and JP Morgan Chase Bank NA (New York, NY), with $2,244,600,000. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Allen Investment Management have?","answer":"Allen Investment Management has 6 investment adviser representatives registered with state securities authorities, out of 28 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Allen Investment Management invest in?","answer":"At the end of its last fiscal year, Allen Investment Management’s separately managed accounts held 67% exchange-traded equities, 15% U.S. government and agency bonds, 10% (xii) other above includes equity and fixed income securities managed by another advisor., 5% pooled vehicles (private funds and similar), 3% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents. It advises 1 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Allen Investment Management?","answer":"Allen Investment Management is owned through a holding company by Herbert Allen. 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