Afbi LP
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
FINTRXOverview
Afbi LP is a limited partnership operating as a hedge fund manager that serves institutional investors through pooled investment vehicles. The firm is registered with the SEC and acts in CPO/CTA capacities while providing portfolio management for pooled funds. Its compensation mixes a percentage-of-assets fee with performance-based fees, and its corporate activities include sponsoring and managing pooled vehicles (serving as sponsor, GP or managing member) as well as functioning as an investment adviser to other entities. Afbi’s public filings categorize it as a non-ESG, single-state adviser that does not position itself as a capital allocator to external managers. The operational profile points to a manager that runs internally controlled pooled products rather than operating primarily as an allocator to third-party managers.
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 1Active vs passive
$212M in ETFs
100%
$212M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $212M | 309,100 | 100.00% |
Location
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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