AJF Capital Management, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 126414
- Registered since
- April 24, 2015
- Website
- www.ajfcapital.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI69.73%
- Individuals27.75%
- Pension & Profit Sharing Plans2.15%
- Charitable Organizations0.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
AJF Capital Management, Inc. is an independent registered investment adviser formed in 2015 and owned by an individual. The firm serves both private clients (individuals and families) and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model includes percentage-of-AUM fees alongside fixed fees and commissions. AJF indicates it incorporates environmental, social and governance (ESG) considerations into its investment approach. The firm is not structured as a capital allocator or related adviser; it appears to operate as a client-facing advisory practice rather than a fund sponsor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds84%
- Exchange Traded Equities14%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Andrew Friedman
President and FounderCRD 1038517

John Romano
Registered RepresentativeCRD 6351391

Steven Brennan
Registered RepresentativeCRD 2739189
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 211 E 43rd St
- Time zone
- ET (UTC-5)
- Office locations
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