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 an institutional registered investment adviser organized as a limited liability company and SEC-registered since 2017. The firm’s client focus is institutional; its advisory activity centers on portfolio management for pooled investment vehicles. It functions as a sponsor, general partner and managing member of commingled vehicles, indicating an operator/manager role rather than a pure third‑party allocator. Compensation includes both a percentage‑of‑assets fee and performance‑based fees. The firm is not an active ESG investor and does not present as a multi‑state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Dror Bezalel

    Chief Financial OfficerCRD 5246941

  • Matthew Shulman

    Matthew Shulman

    CEO & Managing PartnerCRD 6558957

Contacts

2 of 2
  • Michael Degance

    Michael Degance

    Managing DirectorCRD 5375769

  • Todd Terwilliger

    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

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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