ALLFINANCIAL PARTNERS II, LLC
Adviser information for ALLFINANCIAL PARTNERS II, LLC last updated from Form ADV on January 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 3 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 1 | $66.3M |
Total | 1 | $66.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 1 | $66.3M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 1 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for investment companiesMANAGEMENT AND SERVICES ON ONE LIFE SETTLEMENT PORTFOLIO |
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Compensation | % of AUM |
Identifiers
SEC RIA File Number | 801-79231 |
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SEC ERA File Number | 801-79231 |
SEC CIK Numbers | None |
SEC CRD Numbers | 170142 |
Legal Entity Identifier | None |
Principal Office
4800 N FEDERAL HWYBOCA RATON
FL
United States
MONDAY - THURSDAY, 8AM - 4:30PM
Tel: 561-430-5317, Fax: 561-430-5331
Chief Compliance Officer
ALAN J. GOLDBERGER
CFO
462 7TH AVE 12FL
NEW YORK
NY
United States
Tel:
2129471515
A**********@*********M
(Full email address available in API data)
Regulatory Contact
MICHAEL KRANSERMAN
CEO
4800 N FEDERAL HWY
BOCA RATON
FL
United States
Tel:
561-430-5317
M*@******************M
(Full email address available in API data)
Industry Affiliates
FINANCIAL LIFE SERVICES LLC | Insurance company or agency |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ALLFINANCIAL GROUP LLC | Domestic Entity | – | OWNER | 12/2013 | > 75% |
KRASNERMAN, MICHAEL, NMN | Individual | ALLFINANCIAL GROUP, LLC | PRESIDENT, CEO AND MANAGING MEMBER | 12/2013 | > 75% |
GOLDBERGER, ALAN, JAY | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2013 | < 5% |
KRASNERMAN, MICHAEL, NMN | Individual | – | PRESIDENT, CEO AND MANAGING MEMBER | 12/2013 | < 5% |