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-SBLPrivate Equity Fund · Last reported Aug 24, 2026$3.89MGross 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
- 805-3621666520
- Reported beneficial owners
- 3
- Minimum commitment
- $250K
- Form D file number
- 021-364649
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-PECA IIPrivate Equity Fund · Last reported Aug 24, 2026$3.86MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
LALLY & CO LLC
PCAOB 3578
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-2660604991
- Reported beneficial owners
- 3
- Minimum commitment
- $250K
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 - GUARDIANPrivate Equity Fund · Last reported Aug 24, 2026$3.1MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
LALLY & CO LLC
PCAOB 3578
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-1813032687
- Reported beneficial owners
- 2
- Minimum commitment
- $250K
- Form D file number
- 021-545422
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-SBL IIPrivate Equity Fund · Last reported Aug 24, 2026$2.91MGross 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
- 805-6345825628
- Reported beneficial owners
- 3
- Minimum commitment
- $250K
- Form D file number
- 021-416273
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.
PECA IIIPrivate Equity Fund · Last reported Aug 24, 2026$2.41MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
LALLY & CO LLC
PCAOB 3578
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-9656539226
- Reported beneficial owners
- 2
- Minimum commitment
- $250K
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 REAL ESTATE OPPORTUNITIES FUND LPReal Estate Fund · Last reported Aug 24, 2026$1.74MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-4527451207
- Reported beneficial owners
- 4
- Minimum commitment
- $250K
- Form D file number
- 021-109680
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.