Afbi LP
Firm details
- Headquarters
- Miami Beach, New York
- CRD number
- 331428
- Registered since
- October 2, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles91.75%
- Pension & Profit Sharing Plans8.25%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Afbi LP is a hedge fund organized as a limited partnership that provides portfolio management for pooled investment vehicles and operates with CPO/CTA activities. The firm serves institutional clients and charges a combination of asset-based and performance fees. It registered with the SEC in 2024 and is structured as a domestic entity with individual ownership. Afbi LP is not positioned as a capital allocator and does not identify as an active ESG investor. Afbi LP also functions in sponsor roles related to pooled vehicles, including acting as sponsor or general partner/managing member for certain pooled structures. Its stated business activities emphasize derivatives trading and management of pooled investment strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives100%
Owners & executives
3 of 3
Victoria Stearns
Chief Compliance OfficerCRD 4981651
Russell Shostack
Chief Financial Officer & Chief Compliance OfficerCRD 2591947
Stephen Klein
Chief Operating OfficerCRD 3252700
Contacts
1 of 1Krzysztof Kolodziej
CRD 4172142
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$425M in ETFs
100%
$425M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $212M | 309,100 | 50.00% |
Location
Miami Beach, NY
Miami Dade
Location
Miami Beach, NY
Headquartered in Miami Beach, NY, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the Northeast.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- Northeast
- County
- Miami Dade
- Address
- 200 Vesey St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Broadriver Asset Management, L.P.
RIANew York, NY
Everside Capital Partners
RIANew York, NY
CVC Credit Partners U.S Clo Management LLC
RIANew York, NY
Apollo Capital Credit Adviser, LLC
RIANew York, NY
AIP Management US
RIANew York, NY
Belzberg & Co
RIANew York, NY