Afbi LP

RIASEC RegisteredEst. 2024

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$234M

Accounts

10

Employees

22

Advisory reps

5

Firm details

Headquarters: Miami Beach, Florida
CRD number: 331428
Registered since: October 2, 2024
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles91.75%
Pension & Profit Sharing Plans8.25%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Afbi LP is organized as a limited partnership and operates as a hedge fund adviser that is SEC-registered (2024). The firm provides portfolio management for pooled investment vehicles and is registered to perform CPO/CTA activities, and it also acts in sponsor/GP roles for pooled vehicles. Its client base is institutional and its compensation mixes a percentage-of-assets fee with performance-based fees. Afbi LP does not identify as an active ESG investor and the record shows it is not a capital allocator or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Derivatives100%

Owners & executives

3 of 5

Russell Shostack
Chief Financial Officer & Chief Compliance OfficerCRD 2591947
Victoria Stearns
Chief Compliance OfficerCRD 4981651
Pierre-yves Guillo
Principal and Chief Executive OfficerCRD 5455588

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$131M in ETFs

Passive

100%

$131M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$131M	219,490	100.00%

Primary office

Miami Beach, FL

Miami Dade

Location

Miami Beach, FL

Headquartered in Miami 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: Miami Dade
Address: 605 Lincoln Rd
Time zone: ET (UTC-5)
Office locations

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