AFF FUND MANAGER, LLC

RIASEC RegisteredEst. 2017
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$144M
Accounts
14
Employees
55
Advisory reps
4

Firm details

Headquarters
Atlanta, Georgia
CRD number
281296
Registered since
August 1, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AFF Fund Manager, LLC is a fund manager that focuses on running pooled investment vehicles for institutional investors. The firm acts as sponsor, general partner and managing member of those vehicles, which indicates it originates and controls private fund strategies rather than acting solely as a third‑party allocator. Its advisory mandate is limited to portfolio management for pooled investment vehicles; it is not listed as a multi‑state adviser and is not flagged as an active ESG investor. The firm charges a mix of percentage‑of‑AUM management fees and performance‑based fees, reflecting a classic private‑fund economics where ongoing management and incentive compensation align manager and investor returns. AFF Fund Manager, LLC has been SEC‑registered since 2017 and is organized as a limited liability company under domestic ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • DROR BEZALEL

    Chief Financial OfficerCRD 5246941

  • MATTHEW SHULMAN

    CEO & Managing PartnerCRD 6558957

Contacts

2 of 2
  • MICHAEL DEGANCE

    Managing DirectorCRD 5375769

  • TODD TERWILLIGER

    PartnerCRD 4629564

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3565 Piedmont Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth