LP Profile

Family Asset Management

Asset ManagerCharleston, United States
$120M
Assets Under Management
Charleston
Headquarters
Investment Focus

About Family Asset Management

We offer a holistic approach to wealth management, combining the intimacy of a lowcountrybased, privatelyheld firm with access to resources that only an independent advisory firm can provide. We are one of the oldest independent registered investment advisory (RIA) firms in the Charleston area.

Preferred Investment Types

Joint Venture/PartnerPrivate EquityVenture CapitalVenture Capital - Early Stage

Preferred Sectors & Themes

Startups & ManagementOptions TradingEquity/Mutual FundsConservative AllocationEquity Securities FinanceAlternative InvestmentsTraditional Investments (Liquid Assets)

Preferred Geographies

United States
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FAQ

Frequently asked questions

What type of investor is Family Asset Management?

Family Asset Management is a asset manager based in Charleston, United States, managing approximately $120M in assets.

Where is Family Asset Management headquartered?

Family Asset Management is headquartered in Charleston, United States.

How much does Family Asset Management manage?

Family Asset Management manages approximately $120M in assets under management.

What does Family Asset Management invest in?

Family Asset Management focuses on Joint Venture/Partner, Private Equity, Venture Capital, Venture Capital - Early Stage, Startups & Management, Options Trading, Equity/Mutual Funds, Conservative Allocation.

How can I contact Family Asset Management?

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