AFBI LP
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
FINTRXOverview
Afbi LP is organized as a limited partnership and operates as a hedge fund adviser that is SEC-registered (2024). The firm provides portfolio management for pooled investment vehicles and is registered to perform CPO/CTA activities, and it also acts in sponsor/GP roles for pooled vehicles. Its client base is institutional and its compensation mixes a percentage-of-assets fee with performance-based fees. Afbi LP does not identify as an active ESG investor and the record shows it is not a capital allocator or a multi-state adviser.
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 5RUSSELL SHOSTACK
Chief Financial Officer & Chief Compliance OfficerCRD 2591947
VICTORIA STEARNS
Chief Compliance OfficerCRD 4981651
PIERRE-YVES GUILLO
Principal and Chief Executive OfficerCRD 5455588
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$131M in ETFs
100%
$131M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $131M | 219,490 | 100.00% |
Location
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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