Afbi LP

RIASEC RegisteredEst. 2024
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$234M
Accounts
10
Employees
22
Advisory reps
5

Firm details

Headquarters
Miami Beach, Florida
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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Derivatives 100%100%
  • Derivatives100%

Owners & executives

3 of 5
  • Russell Shostack

    Russell Shostack

    Chief Financial Officer & Chief Compliance OfficerCRD 2591947

  • Victoria Stearns

    Victoria Stearns

    Chief Compliance OfficerCRD 4981651

  • Pierre-yves Guillo

    Principal and Chief Executive OfficerCRD 5455588

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$212M in ETFs

Passive

100%

$212M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$212M309,100100.00%

Location

Primary office

Miami Beach, FL

Miami Dade

Location

Miami Beach, FL

Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
605 Lincoln Rd
Time zone
ET (UTC-5)
Office locations

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