Investment adviser · CRD 104951

FAMILY MANAGE LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Apr 10, 2026

Regulatory AUM: $5.31B
Client accounts: 3,080
Employees: 23
Advisory professionals: 23

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Insurance companies	Fewer than 5	$3,130,906,975	58.9%
High-net-worth individuals	280	$1,812,760,147	34.1%
Pooled investment vehicles	2	$165,119,576	3.1%
Individuals	448	$151,779,152	2.9%
Corporations & businesses	18	$27,259,234	0.5%
Charities	11	$25,686,160	0.5%

Filing source

Form ADV 2093351 · Apr 10, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

FM FIFTH AVENUE FUND LTDHedge Fund · Last reported Apr 10, 2026$84.8MGross asset value

Form D fundraising filings

FM FIFTH AVENUE FUND, LTD.

Fund administrator SS&C GLOBEOP BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER NEW YORK, New York, United States

Custodian BOK FINANCIAL (FKA - COLORADO STATE BANK AND TRUST) DENVER, Colorado, United States Related to adviser: No

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Marketer MARTIN TANDLER NEW YORK, New York, United States Related to adviser: No

Marketer OLD BRIDGE WEALTH, INC SYOSSET, New York, United States Related to adviser: No

Marketer RICHARD RUDOLPH CARY, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

EISNERAMPER
PCAOB 274

PERSHING LLC
SEC 8-17574

OLD BRIDGE WEALTH, INC
CRD 332180 · SEC 801-130858

Fund details & source

Fund ID: 805-7142250946
Reported beneficial owners: 113
Minimum commitment: $250K
Form D file number: 021-162270

Form ADV 2093351 · Apr 10, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FM FIFTH AVENUE FUND, LPHedge Fund · Last reported Apr 10, 2026$82.1MGross asset value

Form D fundraising filings

FM FIFTH AVENUE FUND, LP

Fund administrator SS&C GLOBEOP BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER NEW YORK, New York, United States

Custodian BOK FINANCIAL (FKA - COLORADO STATE BANK AND TRUST) DENVER, Colorado, United States Related to adviser: No

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Marketer MARTIN TANDLER NEW YORK, New York, United States Related to adviser: No

Marketer OLD BRIDGE WEALTH, INC SYOSSET, New York, United States Related to adviser: No

Marketer RICHARD RUDOLPH CARY, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

EISNERAMPER
PCAOB 274

PERSHING LLC
SEC 8-17574

OLD BRIDGE WEALTH, INC
CRD 332180 · SEC 801-130858

Fund details & source

Fund ID: 805-7615435673
Reported beneficial owners: 103
Minimum commitment: $250K
Form D file number: 021-162275

Form ADV 2093351 · Apr 10, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FM MULTI-STRATEGY APPRECIATION FUND LPHedge Fund · Last reported Oct 14, 2016$3.22MGross asset value

Form D fundraising filings

FM Multi-Strategy Appreciation Fund, L.P.

Auditor MARCUM LLP NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-8259652870
Reported beneficial owners: 54
Minimum commitment: $250K
Form D file number: 021-127471

Form ADV 1045505 · Oct 14, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FM REAL ESTATE OPPORTUNITIES FUND II, LPReal Estate Fund · Last reported Mar 30, 2017$1.79MGross asset value

Form D fundraising filings

FM REAL ESTATE OPPORTUNITIES FUND II L P

Auditor MARCUM LLP NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-9067682014
Reported beneficial owners: 16
Minimum commitment: $250K
Form D file number: 021-112349

Form ADV 1100232 · Mar 30, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FM REAL ESTATE OPPORTUNITIES FUND, LPReal Estate Fund · Last reported Dec 14, 2016$1.49MGross asset value

Form D fundraising filings

FM REAL ESTATE OPPORTUNITIES FUND L P

Auditor MARCUM LLP NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-9825446943
Reported beneficial owners: 30
Minimum commitment: $250K
Form D file number: 021-90273

Form ADV 1056658 · Dec 14, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 10, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

155 E. 44TH STREET, 21ST FLOOR
NEW YORK, NY, 10017, United States

CRD 104951

Filing source

Form ADV 2093351 · Apr 10, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.