Aifam Group LLC (New York)

Name: Aifam Group LLC
Address: 805 Third Avenue, New York, NY, 10022
Telephone: 212-682-6100

Aifam Group LLC is a large advisory firm based in New York. It manages $630.3 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2017.

Aifam Group provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aifam Group: assets under management

The assets under management (AUM) of Aifam Group LLC is $630.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and $630.3 million of the total AUM is attributable to clients outside of the United States.

The firm manages $630.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $90.04 million each.

Investments

The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aifam Group LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Aifam Group serves?

The only and largest group of clients of Aifam Group is pooled investment vehicles with 5 clients and $246.83 million of assets under management. Among the 10 most similar advisory firms, Aifam Group has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $246.83 million for 5 clients. 100% of the firm’s clients are foreign persons or businesses.

Aifam Group also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $2,000,000 for each fund.

Careers at Aifam Group LLC

The company employs 20 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Takuma Aoyama	President & ceo	1 Jan 2001	75% - 100%	6027561
Takuma Nmn Aoyama	President & ceo	1 Jan 2001	75% - 100%	6027561
Mia Margaret Laabs	Chief compliance officer	1 Sep 2013	Other	6255833
Michael J Hanisch	Chief compliance officer	1 Apr 2018	Other	xxx-xx-xxxx

Based in New York

The principal office where Aifam Group LLC performs its advisory services is located at 805 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-682-6100 or by fax 212-682-6290. The normal business hours are 9:00am - 5:00p, on Monday - Friday. You can find more information about the New York firm at aifaminc.com.