Investment adviser · CRD 318888
AFC ADVISOR LLC
Investment adviser filing (IA)
WEST PALM BEACH, FL, United States · Form ADV filed May 24, 2022
- Regulatory AUM
- $110M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 25 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Business development companies | 1 | $110,000,000 | 100.0% |
Filing source
Form ADV 1647636 · May 24, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 24, 2022. View historical filings
Reported services
Investment company portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
525 OKEECHOBEE BLVD, SUITE 1770WEST PALM BEACH, FL, 33401, United States
CRD 318888
Filing source
Form ADV 1647636 · May 24, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.