RIA Intel›Advisers›California›FAMILY INVESTMENT MANAGEMENT L.P.

FAMILY INVESTMENT MANAGEMENT L.P.

Advisory

CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA

#3,955

of 5,480 advisers by AUM

Average account

$262K

across 112 accounts

AUM per adviser

$15M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients86

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Partnership

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

86 clients

38 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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