Allen Investment Management LLC
Allen Investment Management LLC is a private investment management firm headquartered in New York City, United States. Founded in 2003, the firm manages assets primarily for high net worth individuals, families, and institutions. The firm is SEC-registered, has approximately 29 employees, and offers customized investment solutions with a focus on capital appreciation and risk management.
Investment Strategy
Allen Investment Management LLC offers a diversified approach to portfolio construction, utilizing fundamental analysis to select investments primarily in public equities and alternative asset classes. The firm focuses on high-conviction positions in major sectors, with frequent rebalancing and strategic entry/exit decisions. Allen emphasizes risk control, liquidity management, and long-term capital growth for clients.
Top Holdings
Equity Positions (199)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHW | 3M CO | 7.63% | $700.1M | 7,672,993 | $57.36 | $91.24 | +$57.5M |
M MSFT | ABBOTT LABS | 7.47% | $685.3M | 1,377,824 | $193.19 | $497.41 | +$133.7M |
A AMZN | ABBVIE INC | 7.24% | $664.1M | 3,027,055 | $114.81 | $219.39 | +$53.2M |
M META | ACUITY INC | 5.86% | $537.1M | 727,668 | $544.33 | $738.09 | +$97.2M |
V V | ADVANCED MICRO DEVICES INC | 5.20% | $476.7M | 1,342,743 | $205.39 | $355.05 | -$168.1M |