AOF MANAGEMENT LLC

RIASEC RegisteredEst. 2023
Total AUM
$461M
Discretionary
$461M
100% of AUM
Avg account
$92.3M
Accounts
5
Employees
6
Advisory reps
3

Firm details

Headquarters
Los Angeles, California
CRD number
170193
Registered since
August 8, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AOF Management LLC operates as an adviser to pooled investment vehicles with a clear tilt toward private markets and alternative strategies. The firm serves institutional clients and functions as a manager and sponsor of pooled funds rather than as a broad capital allocator to external portfolios. Its fee model includes a percentage of assets under management alongside performance-based fees, which aligns pay with fund-level performance and suggests active manager-driven strategies. Investment activity centers on structured pooled vehicles—AOF acts as general partner/managing member for its funds—and the firm’s mandate shows a willingness to take concentrated positions in non-public strategies. AOF is not positioned as an ESG-driven investor and does not market itself as a multistate adviser; its registration is recent (2023), but it is not a newly formed adviser in terms of organizational posture.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JOSEPH PRETLOW

    Chief Investment OfficerCRD 6137901

  • Kevin Clarkson

    Chief Operating OfficerCRD 6583676

Contacts

1 of 1
  • BENJAMIN TERK

    Co-FounderCRD 2378919

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

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
10940 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth