SourcingSourcing

ALLIE FAMILY OFFICE LLC

C36
CRD 307144·SEC 801-118866·MIAMI, FL
AUM
$1.32B
$1B+
Est. Revenue
$13.2M
@ 1% on AUM
Est. EBITDA
$4.0M
@ 30% margin
Est. Deal Value
$31.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALLIE FAMILY OFFICE LLC
CRD
307144
SEC file #
801-118866
EIN
843302922
DBA names
—

Economics

AUM
$1.32B
AUM band
$1B+
AUM trajectory
'21'26
$849.1M → $1.32B▲ +56%
Client mix
Individuals High Net Worth30
Corporations21

Operations

Employees (total)
11
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'21'26
2 advisors → 11 advisors▲ +450%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/alli�-family-office(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GHIO, BRUNO, FLAVIO
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GHIO, BRUNO, FLAVIO
BEJARANO, DANIEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001908612
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2022-02-14
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
21
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001908612-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs4
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
1200 BRICKELL AVENUE, SUITE 800MIAMI, FL 33131
Business
1200 BRICKELL AVENUE, SUITE 800MIAMI, FL 33131
Edgar EIN
843302922
Edgar Recent Filings
13F-HR2026-05-14 · 0001908612-26-000002
13F-HR2026-02-13 · 0001908612-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4586436
Trust Company Affiliate
No

People (2)

2
GHIO, BRUNO, FLAVIO
Direct Owner · 87.5%
4586436
BEJARANO, DANIEL
Executive Officer · 2.5%
4765152