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.
Latest 13F Filing Activity
Family Management Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 219 equity positions and 10 options positions with a total 13F market value of $668M. The fund increased holdings in Nvidia Corporation, Invesco QQQ TR, Microsoft Corp. among other positions. Family Management Corp. reduced exposure to PIMCO Etf TR, Procter and Gamble Co., Texas Pacific Land Corporati among others.
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 |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Associate | New York, NY , United States | |
 | Chief Investment Officer | Chapel Hill, NC , United States | |
 | Associate | Bedford, NY , United States | |
 | Investment Analyst | Raleigh, NC , United States | |
 | Head Trader | New York, NY , United States |