Afbi LP
Firm details
- Headquarters
- New York, New York
- 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
FINTRXOverview
Afbi LP is a limited partnership operating as a hedge fund and registered with the SEC in 2024. It targets institutional investors and functions as an active manager of pooled investment vehicles, performing roles consistent with a sponsor/GP and with CPO/CTA activities. The firm charges a mix of asset-based and performance-linked fees, manages discretionary mandates, and does not identify as an active ESG investor. Regulatory disclosures list advisory activity focused on portfolio management for pooled funds and related sponsor/manager responsibilities.
Assets & Accounts
Public Holdings
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
Asset composition
- Derivatives100%
Owners & executives
3 of 3
Victoria Stearns
Chief Compliance OfficerCRD 4981651
Russell Shostack
Chief Financial Officer & Chief Compliance OfficerCRD 2591947
Stephen Klein
Chief Operating OfficerCRD 3252700
Contacts
1 of 1Krzysztof Kolodziej
CRD 4172142
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$212M in ETFs
100%
$212M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $212M | 309,100 | 100.00% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, 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
- New York
- Address
- 200 Vesey St
- Time zone
- ET (UTC-5)
- Office locations
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