A complete list of active advisors currently associated with Allen Investment Management, LLC
Warmer can help you find a great advisor at Allen Investment Management, LLC or one who fits your needs even better.
Allen Investment Management, LLC provides customized wealth management and advisory services primarily to high-net-worth individuals, family offices, trusts, foundations and other accredited investors, including a material non‑U.S. client base. It also advises pooled vehicles as sub‑advisor to the Carnegie Hill Insurance Dedicated Fund and managed the ACIA Asset Allocation Fund while that fund is in wind‑down. AIM delivers tailored investment programs through discretionary and non‑discretionary investment management agreements, offering outsourced family‑office services, concentrated equity management, multi‑asset allocation, opportunistic investments and third‑party manager selection. Its investment platform emphasizes manager due diligence and a range of long‑only equity and thematic strategies (e.g., Global Market Leaders, Innovation Leaders, BDCs, publicly traded private equity and several Europe‑focused sleeves), with trade allocation and average‑price block execution policies to allocate opportunities among clients. Distinctive features include a significant non‑U.S. investor presence and an explicit focus on HNW/accredited clients rather than non‑HNW individual or corporate/business clients, alongside its affiliation with Allen & Company (a broker‑dealer and investment bank) that produces referral arrangements, shared personnel and potential related‑party allocation considerations. The firm also manages a substantial asset base relative to a small advisory team and discloses formal policies addressing conflicts, personal trading, restricted lists and referral compensation.
To learn more about the advisors currently working at Allen Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 4
| |
New York, NY
| 14
| |
New York, NY
| 4
| |
New York, NY
| 3
| |
New York, NY
| 4
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")