AFC MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$276M
Discretionary
$276M
100% of AUM
Avg account
$276M
Accounts
1
Employees
32
Advisory reps
5

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
311281
Registered since
April 30, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

AFC Management, LLC is an SEC-registered investment adviser formed as a limited liability company and focused on portfolio management for investment companies. The firm serves an institutional client base and operates with a fee arrangement that combines a percentage-of-assets under management and performance-based fees, a structure that aligns compensation with investment outcomes and is common for managers handling alternative or pooled strategies. AFC Management functions as an adviser and sponsor/GP — it acts as a managing member of pooled investment vehicles, which suggests the firm organizes and runs commingled funds or similar investment companies rather than operating primarily as a broad retail RIA. The firm does not identify as an active ESG investor and does not position itself as a multi-state adviser. Given its single-client profile and the advisory activities noted, AFC Management appears to concentrate on managing a discrete institutional vehicle or investment company rather than a diversified retail client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • DANIEL NEVILLE

    CEO & PartnerCRD 5358715

  • Stanislava Mitkevich

    Chief Compliance OfficerCRD 6946839

  • GABRIEL KATZ

    Secretary and Chief Legal OfficerCRD 7356221

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Contacts

1 of 1
  • ROBYN FRIEDMAN

    PresidentCRD 5837463

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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