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Allie Family Office LLC

● SEC registered since 2020CRD 307144SEC# 801-118866Miami, FL
Export (members)
Reg. AUM
$1.32B
Employees
11
Accounts
51
Location
Miami, FL

Allie Family Office LLC assets under management

Allie Family Office LLC is an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2020. It reports $1.3 billion in regulatory assets under management and employs 11 people.

Allie Family Office LLC owners & executives

2 reported
NameTitleOwnershipSince
Bruno Flavio Ghio ControlMember; Chief Executive OfficerOver 75%2019
Daniel Bejarano ControlManager; Chief Compliance Officer; Chief Operating OfficerUnder 5%2019

Frequently asked questions

How much does Allie Family Office LLC manage?

Allie Family Office LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Allie Family Office LLC have?

Allie Family Office LLC reports 11 employees.

Where is Allie Family Office LLC located?

Allie Family Office LLC is based in Miami, FL and has been SEC-registered since 2020.

Does Allie Family Office LLC disclose fund performance?

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

Contact & registration

Address1200 Brickell Avenue, Suite 800, Miami, FL 33131
Phone786-635-7162
Office hours8:30 a.m. - 6:30 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1908612
Discloses disciplinary historyNo

Regulatory AUM

$1.32B▲ 15%
Feb '25 — $1.15BMar '25 — $1.15BApr '25 — $1.15BMay '25 — $1.15BJun '25 — $1.15BJul '25 — $1.15BAug '25 — $1.15BSep '25 — $1.15BOct '25 — $1.15BNov '25 — $1.15BDec '25 — $1.15BJan '26 — $1.15BFeb '26 — $1.15BMar '26 — $1.32BApr '26 — $1.32BMay '26 — $1.32BJun '26 — $1.32B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$1.32Bregulatory AUM
Discretionary $572.1MNon-discretionary $749.6M