Investment adviser · CRD 126414
AJF CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jul 24, 2026
- Regulatory AUM
- $179M Form ADV · Item 5.F
- Client accounts
- 540 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| High-net-worth individuals | 97 | $124,494,836 | 69.7% |
| Individuals | 183 | $49,549,191 | 27.8% |
| Retirement plans | 29 | $3,845,800 | 2.2% |
| Charities | Fewer than 5 | $639,054 | 0.4% |
Filing source
Form ADV 2121764 · Jul 24, 2026 · 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: Jul 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed · Commissions
Principal office
211 EAST 43RD ST., SUITE 2004NEW YORK, NY, 10017, United States
CRD 126414
Filing source
Form ADV 2121764 · Jul 24, 2026 · 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.