Investment adviser · CRD 104690
ALLEGHENY FINANCIAL GROUP
Investment adviser filing (IA)
PITTSBURGH, PA, United States · Form ADV filed Aug 24, 2026
- Regulatory AUM
- $5.59B Form ADV · Item 5.F
- Client accounts
- 14,030 Accounts, not individual clients
- Employees
- 103 Reported in this filing
- Advisory professionals
- 28 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 | 1,337 | $4,499,103,619 | 80.4% |
| Individuals | 2,583 | $802,923,021 | 14.4% |
| Pooled investment vehicles | 13 | $155,582,093 | 2.8% |
| Corporations & businesses | 13 | $72,600,768 | 1.3% |
| Charities | 20 | $47,316,816 | 0.8% |
| Retirement plans | 5 | $16,065,551 | 0.3% |
Filing source
Form ADV 2127826 · Aug 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
13 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.
AFG INVESTMENT PARTNERS II LPHedge Fund · Last reported Aug 24, 2026$40.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
LALLY & CO LLC
PCAOB 3578
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-1797319306
- Reported beneficial owners
- 3
- Minimum commitment
- $250K
- Form D file number
- 021-55720
Form ADV 2127826 · Aug 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AFG INVESTMENT PARTNERS LPHedge Fund · Last reported Aug 24, 2026$28.9MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
LALLY & CO LLC
PCAOB 3578
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-8132218666
- Reported beneficial owners
- 3
- Minimum commitment
- $250K
- Form D file number
- 021-48134
Form ADV 2127826 · Aug 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AFG INVESTMENT PARTNERS IV LPHedge Fund · Last reported Aug 24, 2026$24.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
LALLY & CO LLC
PCAOB 3578
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-8703251739
- Reported beneficial owners
- 3
- Minimum commitment
- $250K
- Form D file number
- 021-86350
Form ADV 2127826 · Aug 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AFG GROWTH PARTNERSHedge Fund · Last reported Aug 24, 2026$23.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
LALLY & CO LLC
PCAOB 3578
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-2728762190
- Reported beneficial owners
- 7
- Minimum commitment
- $250K
- Form D file number
- 021-126847
Form ADV 2127826 · Aug 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AFG INVESTMENT PARTNERS III LPHedge Fund · Last reported Aug 24, 2026$19.2MGross asset value
Form D fundraising filings
AFG Investment Partners III LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
LALLY & CO LLC
PCAOB 3578
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-4673694633
- Reported beneficial owners
- 3
- Minimum commitment
- $250K
- Form D file number
- 021-63819
Form ADV 2127826 · Aug 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AFG ACTIVIST PARTNERS LPHedge Fund · Last reported Aug 24, 2026$17.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
LALLY & CO LLC
PCAOB 3578
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-2748941932
- Reported beneficial owners
- 3
- Minimum commitment
- $250K
- Form D file number
- 021-48134
Form ADV 2127826 · Aug 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AFG-CCTPrivate Equity Fund · Last reported Aug 24, 2026$5.05MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
LALLY & CO LLC
PCAOB 3578
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-7852630976
- Reported beneficial owners
- 3
- Minimum commitment
- $0
- Form D file number
- 021-504237
Form ADV 2127826 · Aug 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
STONE QUARRY CROSSING, 811 CAMP HORNE ROAD, SUITE 100PITTSBURGH, PA, 15237, United States
CRD 104690
Filing source
Form ADV 2127826 · Aug 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.