FAMILY OFFICE RESEARCH, LLC
CRD #144136 SEC #801-80228 BETHESDA, MD 301-684-1765
SEC Registered
Total AUM
$580.9M
Discretionary
$340.5M
Employees
5
Clients
0
Accounts
118
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $580.9M | $340.5M | $240.4M | 5 | 0 |
| Mar 2024 | $479M | $214.2M | $264.8M | 5 | 0 |
| Sep 2023 | $399.9M | $157.7M | $242.3M | 5 | 0 |
| Mar 2023 | $399.9M | $157.7M | $242.3M | 5 | 0 |
| Sep 2022 | $403.8M | $123.4M | $280.4M | 4 | 0 |
| Sep 2022 | $403.8M | $123.4M | $280.4M | 4 | 0 |
| Jun 2022 | $403.8M | $123.4M | $280.4M | 4 | 0 |
| Mar 2022 | $403.8M | $123.4M | $280.4M | 4 | 0 |
| Mar 2022 | $403.8M | $123.4M | $280.4M | 4 | 0 |
| May 2021 | $358.3M | $91M | $267.3M | 3 | 0 |
| Feb 2021 | $358.3M | $91M | $267.3M | 3 | 0 |
| Jun 2020 | $363.2M | $76.1M | $287.1M | 3 | 0 |
| Feb 2020 | $363.2M | $76.1M | $287.1M | 3 | 0 |
| Apr 2019 | $314M | $48M | $266M | 3 | 0 |
| Mar 2019 | $314M | $48M | $266M | 3 | 0 |
| Aug 2018 | $305.6M | $0 | $305.6M | 3 | 0 |
| Mar 2018 | $305.6M | $0 | $305.6M | 3 | 0 |
| Nov 2017 | $273.1M | $0 | $273.1M | 3 | 0 |
| Feb 2017 | $217.9M | $0 | $217.9M | 3 | 26 |
| Mar 2016 | $221.7M | $0 | $221.7M | 2 | 26 |
| Mar 2015 | $180M | $0 | $180M | 2 | 26 |
| Aug 2014 | $147.2M | $0 | $147.2M | 1 | 26 |
| Sep 2010 | $25M | $0 | $25M | 5 | -- |
| Aug 2010 | $25M | $0 | $25M | 5 | -- |
| Aug 2010 | $25M | $0 | $25M | 5 | -- |
| May 2010 | $27.8M | $0 | $27.8M | 5 | -- |
| Jan 2010 | $24.4M | $0 | $24.4M | 5 | -- |
DateMar 2025
Total AUM$580.9M
Discretionary$340.5M
Non-Disc.$240.4M
Employees5
Clients0
DateMar 2024
Total AUM$479M
Discretionary$214.2M
Non-Disc.$264.8M
Employees5
Clients0
DateSep 2023
Total AUM$399.9M
Discretionary$157.7M
Non-Disc.$242.3M
Employees5
Clients0
DateMar 2023
Total AUM$399.9M
Discretionary$157.7M
Non-Disc.$242.3M
Employees5
Clients0
DateSep 2022
Total AUM$403.8M
Discretionary$123.4M
Non-Disc.$280.4M
Employees4
Clients0
DateSep 2022
Total AUM$403.8M
Discretionary$123.4M
Non-Disc.$280.4M
Employees4
Clients0
DateJun 2022
Total AUM$403.8M
Discretionary$123.4M
Non-Disc.$280.4M
Employees4
Clients0
DateMar 2022
Total AUM$403.8M
Discretionary$123.4M
Non-Disc.$280.4M
Employees4
Clients0
DateMar 2022
Total AUM$403.8M
Discretionary$123.4M
Non-Disc.$280.4M
Employees4
Clients0
DateMay 2021
Total AUM$358.3M
Discretionary$91M
Non-Disc.$267.3M
Employees3
Clients0
DateFeb 2021
Total AUM$358.3M
Discretionary$91M
Non-Disc.$267.3M
Employees3
Clients0
DateJun 2020
Total AUM$363.2M
Discretionary$76.1M
Non-Disc.$287.1M
Employees3
Clients0
DateFeb 2020
Total AUM$363.2M
Discretionary$76.1M
Non-Disc.$287.1M
Employees3
Clients0
DateApr 2019
Total AUM$314M
Discretionary$48M
Non-Disc.$266M
Employees3
Clients0
DateMar 2019
Total AUM$314M
Discretionary$48M
Non-Disc.$266M
Employees3
Clients0
DateAug 2018
Total AUM$305.6M
Discretionary$0
Non-Disc.$305.6M
Employees3
Clients0
DateMar 2018
Total AUM$305.6M
Discretionary$0
Non-Disc.$305.6M
Employees3
Clients0
DateNov 2017
Total AUM$273.1M
Discretionary$0
Non-Disc.$273.1M
Employees3
Clients0
DateFeb 2017
Total AUM$217.9M
Discretionary$0
Non-Disc.$217.9M
Employees3
Clients26
DateMar 2016
Total AUM$221.7M
Discretionary$0
Non-Disc.$221.7M
Employees2
Clients26
DateMar 2015
Total AUM$180M
Discretionary$0
Non-Disc.$180M
Employees2
Clients26
DateAug 2014
Total AUM$147.2M
Discretionary$0
Non-Disc.$147.2M
Employees1
Clients26
DateSep 2010
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees5
Clients--
DateAug 2010
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees5
Clients--
DateAug 2010
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees5
Clients--
DateMay 2010
Total AUM$27.8M
Discretionary$0
Non-Disc.$27.8M
Employees5
Clients--
DateJan 2010
Total AUM$24.4M
Discretionary$0
Non-Disc.$24.4M
Employees5
Clients--