AFV MANAGEMENT ADVISORS LLC
Adviser information for AFV MANAGEMENT ADVISORS LLC last updated from Form ADV on March 30th, 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 |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-127802 |
|---|---|
| SEC ERA File Number | 802-127802 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306175 |
| Legal Entity Identifier | None |
Principal Office
2126 HAMILTON ROAD, SUITE 260ARGYLE
TX
United States
Monday - Friday, 8:30 A.M. - 6:00 P.M.
Tel: (940) 276-0019, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| AFV-LEM MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AFV PARTNERS SPV-10/B LLC | Private Equity Fund | $1.8M | $0.0M | 5 |
| AFV PARTNERS SPV-4 LLC | Private Equity Fund | $3.2M | $0.0M | 2 |
| AFV PARTNERS SPV-6 (WM) LLC | Private Equity Fund | $0.8M | $0.0M | 5 |
| AFV PARTNERS SPV-7 LLC | Private Equity Fund | $9.2M | $0.0M | 13 |
| AFV PARTNERS SPV-7/A LLC | Private Equity Fund | $0.9M | $0.0M | 3 |
| AFV PARTNERS SPV-8 LLC | Private Equity Fund | $1.3M | $0.0M | 2 |
| AFV PARTNERS SPV-10 LLC | Private Equity Fund | $1.2M | $0.0M | 2 |
| AFV-LEM LLC | Private Equity Fund | $3.0M | $0.0M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| AQUILA, TONY | Individual | – | CHIEF EXECUTIVE OFFICER AND MEMBER | 09/2019 | > 75% |
| MCCUTCHEON, LORI, KAY | Individual | – | CHIEF FINANCIAL OFFICER | 02/2024 | < 5% |