Allie Family Office LLC

RIASEC RegisteredEst. 2020

Total AUM

$1.3B

Discretionary

$572M

43% of AUM

Avg account

$25.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 307144
Registered since: June 15, 2020
Website: allie-intl.com
Custodians: J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Corporations / Businesses70.39%
HNWI29.61%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Allie Family Office LLC is an independent registered investment adviser organized as an LLC that registered with the SEC in 2020. The firm positions itself as a capital allocator serving both individual/family and institutional clients, operating with fee arrangements that include both a percentage of AUM and fixed fees. Its advisory work centers on portfolio management for individuals, small businesses, and other business or institutional clients. The firm does not identify as an active ESG investor. The name and client focus reflect a family-office orientation: the firm manages concentrated, high-net-worth relationships and also allocates to outside managers and funds on behalf of clients. Allie Family Office reports an owner-type of Individual and is classified as an independent RIA.