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Family Office Research, LLC

● SEC registered since 2014CRD 144136SEC# 801-80228Bethesda, MD
Export (members)
Reg. AUM
$580.9M
Employees
5
Accounts
118
Location
Bethesda, MD

Family Office Research, LLC assets under management

Family Office Research, LLC is an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 2014. It reports $580.9 million in regulatory assets under management and employs 5 people.

Family Office Research, LLC owners & executives

2 reported
NameTitleOwnershipSince
Emily Ann FreundManaging MemberUnder 5%2013
Scott Matthew Freund ControlManaging Member & Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Family Office Research, LLC manage?

Family Office Research, LLC reports $580.9 million in regulatory assets under management on its Form ADV.

How many employees does Family Office Research, LLC have?

Family Office Research, LLC reports 5 employees.

Where is Family Office Research, LLC located?

Family Office Research, LLC is based in Bethesda, MD and has been SEC-registered since 2014.

Does Family Office Research, LLC disclose fund performance?

Family Office Research, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7910 Woodmont Ave, Suite 1120, Bethesda, MD 20814
Phone301-684-1765
Fax240-396-5761
Office hours9 a.m. To 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$340.5M
Non-discretionary$240.4M
Total (RAUM)$580.9M