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 06/30/16. The fund's latest filing disclosed 177MM in positions, representing 13% of the manager's regulatory AUM.

FAMILY MANAGEMENT StockAlpha

-3.7%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FAMILY MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Unlock Full Investment Process Description

FAMILY MANAGEMENT Portfolio Concentration

FAMILY MANAGEMENT Location

485 MADISON AVENUE, 19TH FL
NEW YORK, New York
UNITED STATES, 10022

FAMILY MANAGEMENT Contact Information

Phone Number: 212-872-9600
Fax Number: 212-758-4020
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A