Chief Investment Officer · Family Manage LLC
David R. Schawel
CRD 4927312 · Named on Form ADV at one SEC-registered adviser
At a glance
Family Manage LLC, an SEC-registered asset manager based in New York, NY with $5.3 billion in regulatory assets, lists David R. Schawel on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Family Manage LLCChief Investment OfficerAsset manager · New York, NY · $5.3B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Andrea L. TesslerManaging Director, Family Manage LLC
- Seymour W. ZisesPresident & Chief Executive Officer, Family Manage LLC
- Philip T. FrankGeneral Counsel & Chief Compliance Officer, Family Manage LLC
- Jan E. SucicManaging Director, Family Manage LLC
- Aldo S TarantiniManaging Director, Family Manage LLC
1 more person named with David on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.