AOF Management LLC

RIASEC RegisteredEst. 2023
Total AUM
$461M
Discretionary
$461M
100% of AUM
Avg account
$92.3M
Accounts
5
Employees
6
Advisory reps
3

Firm details

Headquarters
Los Angeles, California
CRD number
170193
Registered since
August 8, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AOF Management LLC is a privately held LLC that positions itself as a multifaceted fund manager covering hedge fund and private equity strategies while also operating other pooled investment vehicles. The firm is SEC-registered as of 2023 and is owned by an individual. Its client base is institutional, and its advisory work centers on managing pooled investment vehicles rather than individual retail accounts. The firm’s compensation approach combines asset-based fees with performance-contingent fees and other arrangements. AOF does not present itself as a capital allocator to external mandates and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser. On the sponsor side, AOF acts in several operational roles — serving as an investment adviser and sponsor, general partner, and managing member of pooled vehicles it controls.

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

Owners & executives

2 of 2
  • Joseph Pretlow

    Joseph Pretlow

    Chief Investment OfficerCRD 6137901

  • Kevin Clarkson

    Chief Operating OfficerCRD 6583676

Contacts

1 of 1
  • Benjamin Terk

    Benjamin Terk

    Co-FounderCRD 2378919

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

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
10940 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth