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Fam Global Investments, Inc. (New York)


Fam Global Investments, Inc. is an adviser based in New York. It manages $20.79 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2004.

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Fam Global Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fam Global Investments: assets under management

The assets under management (AUM) of Fam Global Investments, Inc. is $20.79 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.2 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fam Global Investments, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Fam Global Investments, Inc. performs its advisory services is located at 7 Times Square Tower, Suite 1603, New York, NY 10036, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-554-3418 or by fax 212-866-554-3410. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.famglobal.com.


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