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 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

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 3
  • Victoria Stearns

    Victoria Stearns

    Chief Compliance OfficerCRD 4981651

  • Russell Shostack

    Russell Shostack

    Chief Financial Officer & Chief Compliance OfficerCRD 2591947

  • Stephen Klein

    Chief Operating OfficerCRD 3252700

Contacts

1 of 1
  • Krzysztof Kolodziej

    CRD 4172142

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth