Afbi LP

RIASEC Registered

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$234M

Accounts

10

Employees

22

Advisory reps

4

Firm details

Headquarters: New York, 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

FINTRX

Overview

Afbi LP is a limited partnership that operates as a hedge fund manager and adviser to pooled investment vehicles. The firm is registered with the SEC (registered in 2024) and serves primarily institutional clients. Its regulatory filings list CPO/CTA activities and portfolio management for pooled vehicles; the firm also functions as sponsor/GP or managing member for investment vehicles it controls. Compensation aligns with typical hedge fund economics: a percentage-of-assets-under-management fee plus performance-based fees. The filing indicates owners include domestic entities and individuals and that Afbi is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Derivatives100%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$212M in ETFs

Passive

100%

$212M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$212M	309,100	100.00%

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: New York
Address: 200 Vesey St
Time zone: ET (UTC-5)
Office locations

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