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 investment adviser organized as an LLC and operating as a capital allocator for both high-net-worth and institutional clients. Registered in 2012, the firm serves a very small client base and positions itself to manage pooled investment vehicles and institutional or business portfolios, while also selecting and overseeing third‑party managers. Its fee arrangements include asset‑based fees, fixed fees, and performance‑linked compensation. Aifam does not identify as an ESG investor and does not report multi‑state adviser status. It lists affiliations consistent with acting as an investment adviser and as a CPO/CTA.

Assets & Accounts

Investments & Alternatives

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

Asset composition

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

Owners & executives

1 of 1
  • 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