Family Investment Management L.P.

Overview

Family Investment Management L.P. is a small, independent registered investment advisory firm organized as a limited partnership that focuses on individuals and family clients. Its advisory mix centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm charges on a mix of fee models — percentage-of-AUM, hourly fees and fixed fees — which supports both ongoing portfolio relationships and project-based planning work. Investment activity is conservative and manager-driven: the firm leans heavily on public funds and mutual funds as the primary vehicle for client exposure, outsourcing security selection to pooled managers rather than concentrating in direct single-stock positions. The firm is not positioned as an active ESG investor and maintains a modest scale that supports personalized relationships rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices