FAMILY MANAGEMENT Overview
Family Management Corp is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 09/30/18. The fund's latest filing disclosed 171MM in positions, representing 13% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/18. The fund's latest filing disclosed 171MM in positions, representing 13% of the manager's regulatory AUM.
FAMILY MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FAMILY MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 10.58% | Tech | -17.52% | -0.56% | 0 | 42% | ||
| MSFT | 5.4% | Tech | -8.81% | 0.23% | 0 | 41% | ||
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FEATURED IN
FAMILY MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Andrea L. Tessler | Managing Director & Chief Operating Officer | June-1988 |
| Seymour W. Zises | President & Chief Executive Officer | June-1988 |
| Jonathan Horn | Senior Vice President | April-1998 |
| Philip T. Frank | General Counsel & Chief Compliance Officer | March-2011 |
| Jeffrey A. Lenobel | Trustee | February-2011 |
| Bernard Eizen | Trustee | January-2002 |
FAMILY MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
FAMILY MANAGEMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
FMC’s security analysis methods predominantly include fundamental, technical and cyclical analysis. The main sources of information used by FMC includes financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange
Commission and company press releases. Additionally, FMC will perform on-site due diligence
15
of Third Party Mangers including discussions with company management and visits to company offices. The investment strategies used to implement any investment advice given to clients include long term purchases (securities held at least a year), short term purchases (securities sold within a year), trading (securities sold within 30 days), short sales, margin transactions and option writing, including co...
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Methods of Analysis
FMC’s security analysis methods predominantly include fundamental, technical and cyclical analysis. The main sources of information used by FMC includes financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange
Commission and company press releases. Additionally, FMC will perform on-site due diligence
15
of Third Party Mangers including discussions with company management and visits to company offices. The investment strategies used to implement any investment advice given to clients include long term purchases (securities held at least a year), short term purchases (securities sold within a year), trading (securities sold within 30 days), short sales, margin transactions and option writing, including co...
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FAMILY MANAGEMENT Portfolio Concentration
FAMILY MANAGEMENT Location
485 MADISON AVENUE, 19TH FL
NEW YORK, New York
UNITED STATES, 10022
NEW YORK, New York
UNITED STATES, 10022
FAMILY MANAGEMENT Contact Information
Phone Number: 212-872-9600
Fax Number: 212-758-4020
Website: null
Fax Number: 212-758-4020
Website: null
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