Aifam Group LLC

RIASEC RegisteredEst. 2012
Total AUM
$289M
Discretionary
$289M
100% of AUM
Avg account
$96.4M
Accounts
3
Employees
10
Advisory reps
1

Firm details

Headquarters
Rye, New York
CRD number
158290
Registered since
March 12, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.66%
  • HNWI0.34%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Aifam Group LLC is an SEC-registered institutional RIA, established in 2012, that acts as a capital allocator for both individual/family and institutional clients. The firm’s advisory work includes portfolio management for pooled investment vehicles and for businesses or institutions, and it also performs selection-of-other-advisers duties. Its owner structure is individual ownership, and its fee arrangements include a mix of percentage-of-AUM, fixed fees, and performance-based fees. Aifam Group is not an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

1 of 1
  • Takuma Aoyama

    Takuma Aoyama

    CIO & CEOCRD 6027561

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

Rye, NY

Westchester

Location

Rye, NY

Headquartered in Rye, 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
Westchester
Address
411 Theodore Fremd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth