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
Samuel Baker	New York, NY	5
Ashok Chachra	New York, NY	5
Timothy Erb	New York, NY	15
Arvind Rangaraj	New York, NY	4
Elizabeth Stahl	New York, NY	3
Catherine Tse	New York, NY	5

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