AFO LIMITED

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
310558
Registered since
August 21, 2020

Firm profile

FINTRX

Overview

AFO Limited is a limited liability company that registered with the SEC in 2020 and operates primarily as a manager of private venture capital commitments. The firm does not report a retail advisory client base or public advisory accounts; its visible activity centers on a single venture capital fund. That focus suggests the manager allocates capital into privately held, growth-oriented companies rather than running discretionary public equity or fixed income portfolios for outside clients. The firm is classified as unclassified under its regulatory filing, lists individual ownership, and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. Public disclosures do not show traditional RIA-style client relationships or a multi-product retail offering; instead, AFO Limited appears to be structured around managing private fund capital and the associated fund management functions.

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

FINTRX

Client base

Client personas

Contacts

1 of 1
  • EUGENE WANG

    Managing MemberCRD 2527219

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
300 S Riverside Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth