ALLEN INVESTMENT MANAGEMENT, LLC
CRD 124454 · SEC 801-61985
Large incorporated asset manager or corporate group — typically not a local adviser team.
711 FIFTH AVENUE, 10TH FLOOR, NEW YORK, NY, 10022, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$16.91B
Discretionary AUM
$14.09B
Team
28 total employees; 12 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 142 | $16.86B |
| Pooled investment vehicles | 2 | $49.9M |
States served
CA, MA, NY, TX, CT, FL
Official SEC filing: View on IAPD