Investment adviser · CRD 7597
ALLEGHENY INVESTMENTS
Investment adviser filing (IA)
PITTSBURGH, PA, United States · Form ADV filed May 15, 2026
- Regulatory AUM
- $742M Form ADV · Item 5.F
- Client accounts
- 3,261 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 14 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 | 175 | $367,167,958 | 49.5% |
| Individuals | 1,185 | $276,234,509 | 37.2% |
| Charities | 55 | $71,416,430 | 9.6% |
| Retirement plans | 12 | $21,319,721 | 2.9% |
| Corporations & businesses | Fewer than 5 | $5,981,505 | 0.8% |
Filing source
Form ADV 2106009 · May 15, 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
6 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, LPHedge Fund · Last reported Oct 1, 2012$34.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-8132218666
- Reported beneficial owners
- 99
- Minimum commitment
- $250K
Form ADV 672541 · Oct 1, 2012 · 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 II LPHedge Fund · Last reported Oct 1, 2012$32.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-1797319306
- Reported beneficial owners
- 99
- Minimum commitment
- $250K
Form ADV 672541 · Oct 1, 2012 · 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 Oct 1, 2012$26MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-8703251739
- Reported beneficial owners
- 99
- Minimum commitment
- $250K
Form ADV 672541 · Oct 1, 2012 · 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 Oct 1, 2012$22.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-4673694633
- Reported beneficial owners
- 89
- Minimum commitment
- $250K
Form ADV 672541 · Oct 1, 2012 · 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 PARTNERS LPHedge Fund · Last reported Oct 1, 2012$12.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-2728762190
- Reported beneficial owners
- 40
- Minimum commitment
- $250K
Form ADV 672541 · Oct 1, 2012 · 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 Oct 1, 2012$8.65MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-4527451207
- Reported beneficial owners
- 39
- Minimum commitment
- $250K
Form ADV 672541 · Oct 1, 2012 · 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: May 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
STONE QUARRY CROSSING, 811 CAMP HORNE ROAD, SUITE 100PITTSBURGH, PA, 15237, United States
CRD 7597
Filing source
Form ADV 2106009 · May 15, 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.