FAMILY INVESTMENT MANAGEMENT L.P.

FAMILY INVESTMENT MANAGEMENT L.P. is an SEC-registered investment adviser (CRD 170281). Regulatory assets under management: $29.4M.

Registration

• CRD: 170281
• Type: Registered investment adviser
• Phone: 760-930-0770
• Latest filing: 2026-03-31
• Regulatory AUM: $29.4M
• Discretionary AUM: $29.4M
• Clients: 3
• Accounts: 112

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170281 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search