$178.5M Total AUM
$178.5M Disc. AUM
15.1% 3Y CAGR
4 Employees
313 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Folio Investments ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Beacon pathwayPeak
- Established Date
- 01-01-2015
- Office Locations
- 1
Office Locations
211 East 43rd St. Suite 2004 NEW York NY
About AJF Capital Management, Inc.
AJF Capital Management, Inc. is a New York-based advisory firm founded in 1991, providing comprehensive financial planning and portfolio management for individuals, business owners, and other professionals. The firm builds customized, transparent strategies with an active, allocation-driven approach using public funds and ETFs. It serves both retail and institutional channels, with custody that includes Pershing.
Team overview
48 AVG AGE
$44.6M AVG AUM / ADVISOR
$570.4K AVG AUM / CLIENT
7.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Insight Prime beacon
Client Personas
Timber beacon Alpha quantum
Custodian
Oak Harbor Matrix Vital Meridian Legacy
Investment Themes
Crest Fusion Optima Beacon Element Bridge north
Investment Vehicles
Frontier ember
Services
Value delta Glacier Matrix Glacier pathway Zenith Matrix Peak vertex Oak horizon
Technology
Eagle element Eagle ridge
Owner & Executives
A
ANDREW JON FRIEDMAN
President
- CRD
- #1038517
- Ownership
- 50% but less than 75%
(595) 988-5541
atlas.summit@insightcapital.com
in linkedin.com/in/vital-ridge
L
LORETTA NO MIDDLE NAME ROSS-FRIEDMAN
Owner
- CRD
- --
- Ownership
- 25% but less than 50%
(348) 617-1721
foundation.vital@optimacapital.com
in linkedin.com/in/optima-glacier
Q
Quantum bridge
Summit quantum
- CRD
- #51323
- Ownership
- 7.2%
(633) 649-5547
glacier.atlas@frontiercapital.com
in linkedin.com/in/ember-pioneer
Showing 2 of 4 owners & executives
Unlock allContacts
H
Holly D Nahar
--
- CRD
- #6735851
(868) 812-6004
vital.beacon@pathwaycapital.com
in linkedin.com/in/glacier-vertex
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $178,528,881 | $330,609 |
| Non-Discretionary | $0 | -- |
| Total | $178,528,881 | $330,609 |
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Separately Managed Accounts
Total SMA Asset: $178,528,881
Public Funds:
16.2% Equity - Exchange:
21.2% Cash:
32.1% Municipal Bonds:
30.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,401,110,248 | 16.2% |
| Equity - Exchange | $1,833,551,682 | 21.2% |
| Cash | $2,776,274,010 | 32.1% |
| Municipal Bonds | $2,637,892,751 | 30.5% |
| Total | $8,648,828,691 | 100.0% |