{"url":"https://nivawealth.com/firms/family-manage-104951","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/104951","regulatoryAum":5313511244,"crd":"104951","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4195958","suffix":null,"lastName":"FRANK","firstName":"PHILIP","middleName":"THOMAS"},{"crd":"6749582","suffix":null,"lastName":"HAYDEN","firstName":"CHARLES","middleName":"ADDISON"},{"crd":"4298308","suffix":null,"lastName":"KENNEY","firstName":"MICHAEL","middleName":"DANIEL"},{"crd":"2532000","suffix":null,"lastName":"KURSMAN","firstName":"GALIT","middleName":"GOLDSTEIN"},{"crd":"4927312","suffix":null,"lastName":"SCHAWEL","firstName":"DAVID","middleName":"RANDALL"},{"crd":"5557414","suffix":null,"lastName":"SERVIA","firstName":"CHRISTINA","middleName":"MANNA"},{"crd":"2628775","suffix":null,"lastName":"SUCIC","firstName":"JAN","middleName":"ERIC"},{"crd":"6009397","suffix":null,"lastName":"TARANTINI","firstName":"ALDO","middleName":"S"},{"crd":"1407430","suffix":null,"lastName":"TESSLER","firstName":"ANDREA","middleName":"LESLIE"},{"crd":"816096","suffix":null,"lastName":"ZISES","firstName":"SEYMOUR","middleName":"WILLIAM"}],"total":10,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":2627201313,"clients":676,"employees":19,"offices":3},{"filedOn":"2022-03-31","regulatoryAum":3148958350,"clients":729,"employees":19,"offices":3},{"filedOn":"2023-05-30","regulatoryAum":3155272313,"clients":624,"employees":20,"offices":3},{"filedOn":"2024-03-29","regulatoryAum":3606809839,"clients":728,"employees":21,"offices":3},{"filedOn":"2025-05-20","regulatoryAum":4404570486,"clients":742,"employees":20,"offices":3},{"filedOn":"2026-04-10","regulatoryAum":5313511244,"clients":761,"employees":23,"offices":3}],"secFileNumber":"801-35943","legalName":"Family Manage LLC","displayName":"Family Manage","slug":"family-manage-104951","website":"https://familymanage.com/","classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_wealth_manager","typeLabel":"OCIO / institutional wealth","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/family-management-corporation","founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"155 E. 44th Street, 21st Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10017"},"tradeNames":["Family Management"],"registration":{"secApproved":"2 March 1990","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2698542.993131868,"staff":{"employees":23,"advisory":23,"brokerDealerReps":0,"insuranceAgents":4,"promoters":4},"aum":{"regulatory":5313511244,"discretionary":5237915364,"discretionaryAccounts":3040,"nonDiscretionary":75595880,"nonDiscretionaryAccounts":40,"wrapProgram":null,"nonUsClientsPct":2,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":448,"regulatoryAum":151779152},{"label":"High-net-worth individuals","clients":280,"regulatoryAum":1812760147},{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":165119576},{"label":"Charitable organizations","clients":11,"regulatoryAum":25686160},{"label":"Insurance companies","clients":2,"fewerThan5":true,"regulatoryAum":3130906975},{"label":"Corporations and other businesses","clients":18,"regulatoryAum":27259234}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":1453361445},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":49655347}],"custodyNote":"Family Manage has custody of $165M in client assets for 3 clients.","otherCustodians":[],"leadership":[{"name":"Seymour Zises","title":"President & Chief Executive Officer","crd":"816096"},{"name":"Christopher Bowen","title":"Chief Operating Officer","crd":"4646383"},{"name":"Philip Frank","title":"General Counsel & Chief Compliance Officer","crd":"4195958"},{"name":"David Schawel","title":"Chief Investment Officer","crd":"4927312"},{"name":"Jan Sucic","title":"Managing Director","crd":"2628775"},{"name":"Aldo Tarantini","title":"Managing Director","crd":"6009397"},{"name":"Andrea Tessler","title":"Managing Director","crd":"1407430"}],"ownership":[{"label":"Andrea Tessler","detail":"Managing director in the 10% to 25% ownership band and a control person, since June 1988. Also secretary and treasurer of Family Management Holding Corporation and a control person, since July 2025."},{"label":"Seymour Zises","detail":"President & chief executive officer in the 75% or more ownership band and a control person, since June 1988. Also a president of Family Management Holding Corporation in the 75% or more band and a control person, since July 2025."},{"label":"Jan Sucic","detail":"Managing director in the 10% to 25% ownership band and a control person, since April 2018."},{"label":"David Schawel","detail":"Chief investment officer in the 10% to 25% ownership band and a control person, since November 2017."},{"label":"Aldo Tarantini","detail":"Managing director in the 5% to 10% ownership band and a control person, since July 2019."},{"label":"Family Management Holding Corporation","detail":"Owner in the 75% or more ownership band and a control person, since July 2025."},{"label":"Family Management Holding","detail":"Owner in the 75% or more ownership band and a control person, since July 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":2},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"155 E. 44th Street, 21st Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-872-9600","stateRegisteredReps":11,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["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"],"financialPlanningClients":"500","assetMix":[{"label":"Exchange-traded equity securities","percent":24},{"label":"U.S. government/agency bonds","percent":7},{"label":"U.S. state and local bonds","percent":4},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":33},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":21},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":9,"detail":"Private Placement Variable Life and Annuity Policies, Turnkey Asset Management Program Holdings"}],"privateFunds":2},"sources":{"adv1FilingDate":"10 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/104951/PDF/104951.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Family Manage have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Family Manage offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Family Manage use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Family Manage have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Family Manage invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Family Manage?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Family Manage get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Family Manage?","answer":"Family Manage’s main office is at 155 E. 44th Street, 21st Floor, New York, NY 10017. Its phone number is 212-872-9600. 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`sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}