AFC INSTITUTIONAL FUND MANAGER LLC
Firm details
- Headquarters
- WEST PALM BEACH, Florida
- CRD number
- 325265
- Registered since
- March 3, 2023
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Brandon Hetzel
Chief Financial OfficerCRD 7730934
GABRIEL KATZ
Secretary and Chief Legal OfficerCRD 7356221
DANIEL NEVILLE
CEO & PartnerCRD 5358715
Contacts
3 of 3ROBYN FRIEDMAN
PresidentCRD 5837463
Jeffrey Boccuzzi
Authorized SignatoryCRD 7881852
LEONARD TANNENBAUM
Founder & Executive ChairmanCRD 2524216
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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