Allie Family Office LLC

**Allié Family Office LLC Summary:** Established in September 2019, Allié Family Office LLC is a registered investment adviser based in Miami, Florida. The firm specializes in offering discretionary and limited discretionary investment management services to high net worth individuals, trusts, estates, organizations, and corporations in the United States and abroad, primarily focusing on clients in Latin America. As of December 31, 2024, Allié managed approximately $1.15 billion in assets, with $508.69 million under discretionary management and $637.88 million under limited discretionary management. **Key Consumer-Facing Terms:** - **Minimum Account Value:** Generally, a minimum account value of US$500,000 is required for clients subscribing to the advisory services. - **Fee Structure:** Allié charges an annualized advisory fee of 0.15% to 0.75% of assets under management, based on factors such as account size, complexity, and investment strategies. Fees are charged quarterly and adjusted for contributions or withdrawals during the quarter. - **Fiduciary Status:** Allié acts as a fiduciary, providing investment advice in the best interests of clients. - **Investment Discretion:** Allié offers discretionary and limited discretionary management services, allowing clients to grant authority for the firm to make investment decisions on their behalf. - **Investment Strategy:** The firm primarily employs a long-term "buy and hold" strategy, with additional strategies including short-term purchases, frequent trading, margin transactions, and options trading. - **Proxy Voting:** Allié exercises proxy voting authority over clients' securities, following general guidelines that prioritize clients' interests in proxy decisions. For more detailed information, clients can request a copy of Allié's Proxy Voting Policies, Code of Ethics, and other relevant documents from the Chief Compliance Officer. Allié does not receive economic benefits or referral fees for providing investment advice to clients. The firm maintains a strong commitment to best execution, transparency, and client-focused investment practices. For further inquiries or to obtain a current Brochure, clients can contact Allié Family Office LLC at 786-635-7162 or via email at [email protected]. This summary is based on information provided in the brochure dated February 20, 2025, and is subject to the terms and conditions outlined in the full document.