AFA FUND MANAGEMENT, LLC
Firm details
- Headquarters
- OREM, Utah
- CRD number
- 342328
- Registered since
- April 30, 2026
Firm profile
FINTRXOverview
AFA Fund Management, LLC is organized as a limited liability company and is listed as an SEC-registered adviser with registration year 2026. Its ownership is held by an individual rather than an institutional owner. Available records classify the firm as "Unclassified" and indicate it does not present itself as a capital allocator, an ESG-focused investor, a multi-state adviser, or a pension consultant. The firm identifies its role on investment vehicles as sponsor, general partner and managing member, which signals a primary business model centered on pooled investment vehicles rather than traditional fiduciary-only advisory services to individual accounts.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Darin Ramos
CRD 8257833
Daniel Thuet
ManagerCRD 8257559
Anthony Pennacchio
CRD 8257825
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OREM, UT
UTAH
Location
OREM, UT
Headquartered in OREM, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- UTAH
- Address
- 730 S Sleepy Ridge Dr
- Time zone
- MT (UTC-7)
- Office locations
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