Family Management Corp.
Family Management Corporation is a New York-based registered investment adviser serving high net worth individuals, families, and non-profit organizations. Founded in 1989, the firm provides comprehensive financial planning, investment advisory, and portfolio management services with a focus on personalized attention. The team of approximately 20 employees delivers a full array of financial products and services, including stocks, bonds, hedge funds, alternative investments, insurance, and real estate, primarily to affluent clients and foundations.
Investment Strategy
Family Management Corporation employs a client-centric investment approach, tailoring each portfolio to the unique risk and return objectives of the client. They believe no single investment style or asset class is suitable for all assets, emphasizing diversification across styles, asset classes, and individual securities. The firm utilizes interviews and ongoing consultations to understand and update client goals, adjusting strategies as circumstances change. Where appropriate, external managers are included for further diversification, covering value and growth equities, long/short funds, multi-strategy, commodities, and arbitrage. Comprehensive financial tracking and reporting are integrated parts of their advisory service.
Top Holdings
Equity Positions (219)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MINT | PIMCO ETF TR | 8.64% | $57.8M | 574,722 | $99.78 | $100.54 | -$8.8M |
S SHV | ISHARES TR | 5.61% | $37.5M | 339,450 | $110.14 | $110.42 | +$1.7M |
N NVDA | NVIDIA CORPORATION | 4.25% | $28.4M | 179,625 | $34.71 | $157.99 | +$8.8M |
Q QUAL | ISHARES TR | 4.16% | $27.8M | 152,014 | $146.21 | $182.82 | +$2.4M |
S SPY | SPDR S&P 500 ETF TR | 3.93% | $26.3M | 42,496 | $427.13 | $617.85 | +$3.2M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $4.3M | 70 | $617.85 | $596.97 | +45 | +$2.9M |
N NVDA | NVIDIA CORPORATION | — | Put | $1.6M | 99 | $157.99 | $134.29 | 0 | +$491.1K |
G GOOGL | ALPHABET INC | Bought | Put | $1.2M | 66 | $176.23 | $186.13 | +16 | +$389.9K |
M MSFT | MICROSOFT CORP | Bought | Put | $1.1M | 23 | $497.41 | $438.00 | +5 | +$468.3K |
A AVGO | BROADCOM INC | — | Put | $716.7K | 26 | $275.65 | $231.84 | 0 | +$281.4K |