{
  "crd_number": 170193,
  "slug": "aof-management-llc-los-angeles-ca-170193",
  "primary_business_name": "AOF MANAGEMENT LLC",
  "legal_name": "AOF MANAGEMENT LLC",
  "dbas": [],
  "city": "Los Angeles",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-08-08",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-09-08",
  "carried_forward": false,
  "raum_total": 461469588.0,
  "raum_discretionary": 461469588.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 461469588.0,
      "count": 5
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://aofmanagement.com",
    "https://linkedin.com/company/aof-management/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170193",
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/aof-management-llc-los-angeles-ca-170193",
  "display_name": "AOF Management LLC",
  "summary": "AOF Management LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.",
  "citation": "AdvisorCensus. AOF Management LLC (CRD 170193): 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",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is AOF Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), AOF Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "How much does AOF Management LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 0.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is AOF Management LLC located?",
      "a": "AOF Management LLC's principal office is in Los Angeles, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is AOF Management LLC registered with the SEC or a state?",
      "a": "AOF Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 170193."
    },
    {
      "q": "How much does AOF Management LLC manage?",
      "a": "AOF Management LLC reports $461,469,588 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary)."
    },
    {
      "q": "How have AOF Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for AOF Management LLC: Regulatory assets under management: $195,125,800 in the October 2023 data and $461,469,588 in the October 2026 data, up 136%. Total employees: 6 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does AOF 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) (5)."
    },
    {
      "q": "Does AOF 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/170193"
    },
    {
      "q": "Does AOF Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"When accepting new investors, the Funds generally require a minimum investment of $1 million but may accept lesser amounts at the discretion of AOF and/or the general partner of the Funds.\""
    },
    {
      "q": "What changed in AOF Management LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 195125800.0,
      "total_employees": 6,
      "filing_date": "2023-06-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 209185962.0,
      "total_employees": 6,
      "filing_date": "2024-07-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 238202294.0,
      "total_employees": 6,
      "filing_date": "2025-05-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 461469588.0,
      "total_employees": 6,
      "filing_date": "2026-09-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $238,202,294 to $461,469,588 (+94%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "0.75% of assets a year",
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 0.75% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "AOF generally charges management fees of up to 0.75% of Client assets per annum."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "When accepting new investors, the Funds generally require a minimum investment of $1 million but may accept lesser amounts at the discretion of AOF and/or the general partner of the Funds."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 0.75,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "AOF generally charges management fees of up to 0.75% of Client assets per annum.",
      "When accepting new investors, the Funds generally require a minimum investment of $1 million but may accept lesser amounts at the discretion of AOF and/or the general partner of the Funds."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/aof-management-llc-los-angeles-ca-170193.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 461469588.0
    }
  ],
  "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/170193",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}