Family Office Research, LLC
● SEC registered since 2014CRD 144136SEC# 801-80228Bethesda, MD
Reg. AUM
$648.2M
Employees
5
Accounts
136
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 $648.2 million in regulatory assets under management and employs 5 people.
Family Office Research, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Emily Ann Freund | Managing Member | Under 5% | 2013 |
| Scott Matthew Freund Control | Managing Member & Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Family Office Research, LLC manage?
Family Office Research, LLC reports $648.2 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
| Address | 7910 Woodmont Ave, Suite 1120, Bethesda, MD 20814 |
| Phone | 301-684-1765 |
| Fax | 240-396-5761 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$648.2M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$648.2Mregulatory AUM
Discretionary $393.5MNon-discretionary $254.7M