Family Manage Llc
- Regulatory AUM
- $5.3B
- Discretionary
- $5.2B
- Clients
- 761
- Avg AUM / client
- $7.0M
- Accounts
- 3,080
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Apr 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 448 | $152M | 2.86% |
| High net worth individuals | 280 | $1.8B | 34.1% |
| Pooled investment vehicles (non-investment companies) | 2 | $165M | 3.11% |
| Charitable organizations | 11 | $25.7M | 0.48% |
| Insurance companies | 2 | $3.1B | 58.9% |
| Corporations and other businesses | 18 | $27.3M | 0.51% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $127M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Fm Fifth Avenue Fund Ltd | Hedge Fund | Cayman Islands | $63.8M | 101 |
| Fm Fifth Avenue Fund, Lp | Hedge Fund | Delaware | $62.9M | 88 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrea Leslie Tessler | Managing Director And Chief Operating Officer | Jun 1988 (38y) | 5% – 10% | |
| Seymour William Zises | President & Chief Executive Officer | Jun 1988 (38y) | 50% – 75% | |
| Philip Thomas Frank | General Counsel & Chief Compliance Officer | Mar 2011 (15y) | Less than 5% | |
| David Randall Schawel | Chief Investment Officer | CFA | Nov 2017 (9y) | Less than 5% |
| Jan Eric Sucic | Chief Client Services Officer | Apr 2018 (8y) | Less than 5% | |
| Aldo S Tarantini | Director Of Operations | Jul 2019 (7y) | Less than 5% | |
| Greenberg, Monte, I. | Trustee | Oct 2023 (3y) | Less than 5% | |
| Christina Manna Servia | Registered representative | Jul 2021 (5y) | ||
| Galit Goldstein Kursman | Registered representative | Jul 2021 (5y) | ||
| Michael Daniel Kenney | Registered representative | Aug 2021 (5y) | ||
| Dennis Koleda | Registered representative | Nov 2024 (2y) | ||
| Charles Addison Hayden | Registered representative | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Zises 2023 Children's Trust | Owner | Oct 2023 | A | 10% – 25% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $127M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Fm Fifth Avenue Fund Ltd | Hedge Fund | $63.8M | $250K | 101 |
| Fm Fifth Avenue Fund, Lp | Hedge Fund | $62.9M | $250K | 88 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 1.52 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pershing $1.5B (27% of AUM) Apr 2026
- Charles Schwab & Co. $49.7M (1% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗