AFC INSTITUTIONAL FUND MANAGER LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
325265
Registered since
March 3, 2023

Firm profile

FINTRX

Overview

AFC Institutional Fund Manager LLC is an SEC-registered limited liability company (registered in 2023) that operates as an investment adviser and sponsor of pooled vehicles. The firm’s reported activities identify it as an Other Investment Adviser and Sponsor, serving as general partner and managing member for private pooled investment structures rather than operating as a traditional retail RIA. It is classified as an unclassified adviser, is not flagged as a capital allocator, and does not present itself as an active ESG investor, pension consultant, or multistate adviser. The firm’s footprint indicates a manager-focused business model: structuring, operating and administering at least one pooled vehicle. AFC Institutional Fund Manager LLC’s owner type is listed as individual and it reports affiliations consistent with sponsor/GP roles for pooled funds. Public-facing advisory client relationships and retail account activity are not reported.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

3 of 3
  • Brandon Hetzel

    Chief Financial OfficerCRD 7730934

  • GABRIEL KATZ

    Secretary and Chief Legal OfficerCRD 7356221

  • DANIEL NEVILLE

    CEO & PartnerCRD 5358715

Contacts

3 of 3
  • ROBYN FRIEDMAN

    PresidentCRD 5837463

  • Jeffrey Boccuzzi

    Authorized SignatoryCRD 7881852

  • LEONARD TANNENBAUM

    Founder & Executive ChairmanCRD 2524216

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM 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
PALM BEACH
Address
477 S Rosemary Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth