Afbi Lp
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 8
- Avg AUM / client
- $293M
- Accounts
- 10
- Employees
- 22
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Investments (13F portfolio — 1 positions, $131,156,249)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Funds | ETF | $131,156,249 | 219,490 | 100.0% | 5.6% |
Top 25 of 1 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $2.1B | 91.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $193M | 8.25% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $137M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Afbi Multi Strategy Opportunistic Onshore Fund Lp | Hedge Fund | Delaware | $75.6M | 10 |
| Afbi Multi Strategy Master Fund I Lp master | Hedge Fund | Cayman Islands | $61.1M | 2 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Klein, Stephen, Elliot | Chief Operating Officer | Jun 2021 (5y) | 10% – 25% | |
| Guillo, Pierre Yves, Marcel | Limited Partner | Nov 2021 (5y) | 50% – 75% | |
| Krasnyansky, Serge | Limited Partner | Nov 2021 (5y) | 25% – 50% | |
| Shostack, Russell, H | Chief Financial Officer | Feb 2023 (4y) | Less than 5% | |
| Stearns, Victoria, Cornell | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Afbi Management Gp Llc | General Partner | Jan 2023 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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 (2, $137M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Afbi Multi Strategy Opportunistic Onshore Fund Lp | Hedge Fund | $75.6M | $10.0M | 10 |
| Afbi Multi Strategy Master Fund I Lp | Hedge Fund | $61.1M | $30.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.92 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 pooled investment vehicles
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 27, 2026.
View current Form ADV (SEC/IAPD) ↗