{ "crd_number": 315482, "slug": "a-fin-management-llc-sunny-isles-beach-fl-315482", "primary_business_name": "A FIN MANAGEMENT LLC", "legal_name": "A FIN MANAGEMENT LLC", "dbas": [ "AFFINITY PARTNERS" ], "city": "Sunny Isles Beach", "state": "FL", "country": "United States", "cbsa_code": "33100", "metro": { "cbsa_code": "33100", "common_name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "path": "/advisors/fl/miami" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2021-08-25", "years_registered": 5, "period": "2026-10-01", "filing_date": "2026-03-22", "carried_forward": false, "raum_total": 6160297411.0, "raum_discretionary": 6160297411.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 30, "advisory_employees": 20, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 6160297411.0, "count": 6 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL" ], "websites": [ "https://affinitypartners.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315482", "city_as_filed": "SUNNY ISLES BEACH", "url": "https://advisorcensus.com/firm/a-fin-management-llc-sunny-isles-beach-fl-315482", "display_name": "A FIN Management LLC", "summary": "A FIN Management LLC is an SEC-registered investment advisory firm in Sunny Isles Beach, FL, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 22, 2026.", "citation": "AdvisorCensus. A FIN Management LLC (CRD 315482): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is A FIN Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), A FIN Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is A FIN Management LLC located?", "a": "A FIN Management LLC's principal office is in Sunny Isles Beach, FL, according to its Form ADV." }, { "q": "Is A FIN Management LLC registered with the SEC or a state?", "a": "A FIN Management LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315482." }, { "q": "How much does A FIN Management LLC manage?", "a": "A FIN Management LLC reports $6,160,297,411 in regulatory assets under management in its Form ADV filing dated March 22, 2026 (100% discretionary)." }, { "q": "How have A FIN Management LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for A FIN Management LLC: Regulatory assets under management: $2,539,486,916 in the October 2022 data and $6,160,297,411 in the October 2026 data, up 143%. Total employees: 6 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does A FIN Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6)." }, { "q": "Does A FIN Management LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315482" }, { "q": "What changed in A FIN Management LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $4,804,300,099 to $6,160,297,411 (+28%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": null, "total_employees": 6, "filing_date": "2021-08-24" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2539486916.0, "total_employees": 20, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3055804564.0, "total_employees": 30, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 3004963927.0, "total_employees": 33, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 4804300099.0, "total_employees": 30, "filing_date": "2025-03-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 6160297411.0, "total_employees": 30, "filing_date": "2026-03-22" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $4,804,300,099 to $6,160,297,411 (+28%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/a-fin-management-llc-sunny-isles-beach-fl-315482.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 6, "fewer_than_5": false, "raum": 6160297411.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315482", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }