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AFBI LP

NEW YORK, NY · CRD 331428 · IAPD ↗ · 212-970-9250

$2.34BRegulatory AUM
11Advisory reps
22Employees
0Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
October 2026 — AFBI LP moved its main office from MIAMI BEACH, FL to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
April 2026 — AFBI LP shrank from 20 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
April 2026 — AFBI LP reported RAUM up 68% ($1.40B -> $2.34B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2025 — AFBI LP grew from 9 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — AFBI LP crossed $1B in regulatory AUM ($981.3M -> $1.40B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
83
November 2024 — AFBI LP (MIAMI BEACH, FL) is newly SEC-registered with $981.3M RAUM and 9 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.