Afc Management, Llc
- Regulatory AUM
- $276M
- Discretionary
- $276M
- Clients
- 1
- Avg AUM / client
- $276M
- Accounts
- 1
- Employees
- 32
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Business development companies | 1 | $276M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $614K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Afc Warehouse Holding, Llc | Other Private Fund | Delaware | $614K | 25 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tannenbaum, Leonard, Mark | Manager And Chief Executive Officer | Jan 2020 (7y) | ≈ 56.25% – 100% via Castleground Holdings, Llc | |
| Friedman, Robyn, Elysa | President | Aug 2020 (6y) | Less than 5% | |
| Katz, Gabriel, Aaron | Chief Legal Officer, Chief Compliance Officer And Secretary | Jan 2021 (6y) | Less than 5% | |
| Hetzel, Brandon | Chief Financial Officer & Treasurer | Apr 2023 (3y) | Less than 5% | |
| Neville, Daniel, J | Authorized Signatory | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Castleground Holdings, Llc | Owner | Jan 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Tannenbaum, Leonard, Mark: 75% – 100% of Castleground Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $614K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Afc Warehouse Holding, Llc | Other Private Fund | $614K | $75.0K | 25 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗