Family Manage provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 500 clients last fiscal year. The firm advises 2 private funds.
Family Manage reports 761 clients. They include 448 individual clients, 280 high-net-worth individuals, and 18 corporations and other businesses. Of its assets, 98.6% ($5.24B across 3,040 accounts) are managed with discretion; $75.6M across 40 accounts are not. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 3% |
| High-net-worth individuals | 37% | 34% |
| Pooled investment vehicles | <1% | 3% |
| Charitable organizations | 1% | <1% |
| Insurance companies | <1% | 59% |
| Other client typesCorporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 448 | $152M | 2.9% | $339K |
| High-net-worth individuals | 280 | $1.81B | 34.1% | $6.47M |
| Pooled investment vehicles | 2 | $165M | 3.1% | $82.6M |
| Charitable organizations | 11 | $25.7M | 0.5% | $2.34M |
| Insurance companies | Fewer than 5 | $3.13B | 58.9% | $1.57B |
| Corporations and other businesses | 18 | $27.3M | 0.5% | $1.51M |
| Total | 761 | $5.31B | 100% | — |
- Clients
- 448
- Regulatory AUM
- $152M
- AUM share
- 2.9%
- Avg. per client
- $339K
- Clients
- 280
- Regulatory AUM
- $1.81B
- AUM share
- 34.1%
- Avg. per client
- $6.47M
- Clients
- 2
- Regulatory AUM
- $165M
- AUM share
- 3.1%
- Avg. per client
- $82.6M
- Clients
- 11
- Regulatory AUM
- $25.7M
- AUM share
- 0.5%
- Avg. per client
- $2.34M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.13B
- AUM share
- 58.9%
- Avg. per client
- $1.57B
- Clients
- 18
- Regulatory AUM
- $27.3M
- AUM share
- 0.5%
- Avg. per client
- $1.51M
Total
- Clients
- 761
- Regulatory AUM
- $5.31B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 500
Family Manage is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Seymour Zises owns 75% or more of Family Manage. Seymour Zises is CEO; the leadership team includes Chief Investment Officer David Schawel, Chief Operating Officer Christopher Bowen and Chief Compliance Officer Philip Frank. It has 23 employees.
Leadership
Seymour ZisesPresident & Chief Executive Officer
Christopher BowenChief Operating Officer
Philip FrankGeneral Counsel & Chief Compliance Officer
David SchawelChief Investment Officer
Jan SucicManaging Director
Aldo TarantiniManaging Director
Andrea TesslerManaging Director
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
- Charles Addison Hayden
- Michael Daniel Kenney
- Galit Goldstein Kursman
- Christina Manna Servia
Staff
- 23 employees
- 23 in advisory functions
- 11 state-registered reps
- 4 insurance agents
- 4 soliciting firms
- Owns 75% or more of Family Manage LLC
Seymour Zises
Control person · since June 1988
- Owns 75% or more of Family Manage LLC
Family Management Holding Corporation
Control person · since July 2025
- Owns 75% or more of Family Manage LLC
Family Management Holding
Control person · since July 2025
- Owns 10% to 25% of Family Manage LLC
Andrea Tessler
Control person · since June 1988
- Owns 10% to 25% of Family Manage LLC
Jan Sucic
Control person · since April 2018
- Owns 10% to 25% of Family Manage LLC
David Schawel
Control person · since November 2017
- Owns 5% to 10% of Family Manage LLC
Aldo Tarantini
Control person · since July 2019
Family Manage’s regulatory assets grew 2.0× from $2.63B (March 2021) to $5.31B (April 2026); clients rose from 676 to 761 and employees from 19 to 23.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $5.31B | 761 | 23 | 3 |
| May 2025 | $4.4B | 742 | 20 | 3 |
| March 2024 | $3.61B | 728 | 21 | 3 |
| May 2023 | $3.16B | 624 | 20 | 3 |
| March 2022 | $3.15B | 729 | 19 | 3 |
| March 2021 | $2.63B | 676 | 19 | 3 |
Besides its headquarters, Family Manage has 2 offices (2 private residences, listed without an address), with 1 listed address in New York.
New York · 1 listed address
- 155 E. 44th Street, 21st Floor, New YorkHQ
Other business names
Family Manage has reported 1 other business name to the SEC.
- Family Management
Contact and registration details
- Legal name
- Family Manage LLC
- Headquarters
- 155 E. 44th Street, 21st Floor, New York, NY 10017
- Website
- familymanage.com
- Phone
- 212-872-9600
- @family-management-corporation
- SEC file
- 801-35943
- Structure
- New York LLC
- Fiscal year end
- December
Family Manage uses Pershing ($1.45B, 97%) and Charles Schwab ($49.7M, 3%) as custodians for its separately managed accounts. Family Manage has custody of $165M in client assets for 3 clients.
- PershingPershing LLC · Jersey City, NJ · $1.45B97%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $49.7M3%
At year end, Family Manage’s separately managed accounts were mostly in funds (54%) and stocks (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $975M across 324 positions; the largest are Vanguard Instl Index FD (5.0%), Doubleline ETF Trust (4.1%) and Pimco ETF TR (4.0%).
What the accounts hold
- Stocks24%
- Funds54%
- Registered funds33%
- Pooled vehicles21%
- Bonds12%
- U.S. government and agency bonds7%
- State and local bonds4%
- Investment grade corporate bonds1%
- Cash2%
- Other9%
- Private placement variable life and annuity policies, turnkey asset management program holdings9%
Reported 13F holdings
- $975M
- Reported 13F value
- 324
- Positions
- 37.4%
- In the 10 largest
- +16.9%
- Value vs. prior quarter
- Vanguard Instl Index FD · 0 3 MO TR BI ETF5.0%
- Doubleline ETF Trust · Secur CR ETF4.1%
- Pimco ETF TR · Enhan Shrt MA AC4.0%
- Apple Inc.4.0%
- Nvidia Corporation3.9%
- Tcw ETF Trust · Flexible Income3.5%
- iShares TR · MSCI USA Qlt Fct3.4%
- State Str SPDR S&P 500 ETF T · TR Unit3.3%
- Alphabet Inc. · Cap Stk CL A3.2%
- iShares TR · Trust Ishare 0-13.0%
Together, the ten largest are 37.4% of reported value.
How many clients does Family Manage have?
Family Manage has 761 clients and manages $5.31 billion for them, as of April 2026. They include 448 individual clients, 280 high-net-worth individuals, and 18 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 April 2026
What services does Family Manage offer?
Family Manage provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Family Manage use?
Family Manage’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $1.45B and Charles Schwab & Co., Inc. (San Francisco, CA), with $49.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 April 2026
How many financial advisors does Family Manage have?
Family Manage has 11 investment adviser representatives registered with state securities authorities, out of 23 employees, and 23 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Family Manage invest in?
At the end of its last fiscal year, Family Manage’s separately managed accounts held 33% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 21% pooled vehicles (private funds and similar), 9% other, 7% U.S. government and agency bonds, 4% state and local bonds, 2% cash and equivalents and 1% investment grade corporate bonds. The 9% other category is described as: Private Placement Variable Life and Annuity Policies, Turnkey Asset Management Program Holdings. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Family Manage?
Family Manage’s direct owners are Andrea Tessler (10% to 25%), Seymour Zises (75% or more), Jan Sucic (10% to 25%), David Schawel (10% to 25%), Aldo Tarantini (5% to 10%), Family Management Holding Corporation (75% or more) and Family Management Holding (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 April 2026
How does Family Manage get paid?
Family Manage is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Family Manage?
Family Manage’s main office is at 155 E. 44th Street, 21st Floor, New York, NY 10017. Its phone number is 212-872-9600. Its website is familymanage.com.