AFC Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$276M
Discretionary
$276M
100% of AUM
Avg account
$276M
Accounts
1
Employees
32
Advisory reps
5

Firm details

Headquarters
West Palm Beach, Florida
CRD number
311281
Registered since
April 30, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

AFC Management, LLC is an institutional registered investment adviser organized as a limited liability company and SEC-registered in 2021. The firm targets institutional clients and its principal advisory activity is portfolio management for investment companies. Ownership is listed as a combination of a domestic entity and an individual. AFC Management, LLC charges both a percentage-of-AUM fee and performance-based fees, a structure commonly used for pooled investment vehicles and alternative strategies. The firm is not identified as a capital allocator or a multi-state adviser and does not describe itself as an active ESG investor or a pension consultant. Filings also link AFC Management, LLC to roles such as sponsor and managing member of pooled investment vehicles, indicating it can operate as an adviser and GP for investment companies it manages.

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

Owners & executives

3 of 4
  • Daniel Neville

    Daniel Neville

    CEO & PartnerCRD 5358715

  • Stanislava Mitkevich

    Chief Compliance OfficerCRD 6946839

  • Gabriel Katz

    Gabriel Katz

    Secretary and Chief Legal OfficerCRD 7356221

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Contacts

1 of 1
  • Robyn Friedman

    PresidentCRD 5837463

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

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm 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
Palm Beach
Address
477 S Rosemary Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth