SourcingSourcing

AFBI LP

C27
CRD 331428·SEC 801-131230·MIAMI BEACH, FL
AUM
$2.34B
$1B+
Est. Revenue
$23.4M
@ 1% on AUM
Est. EBITDA
$7.0M
@ 30% margin
Est. Deal Value
$56.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AFBI LP
CRD
331428
SEC file #
801-131230
EIN
000000000
DBA names
—

Economics

AUM
$2.34B
AUM band
$1B+
AUM trajectory
'25'26
$1.40B → $2.34B▲ +68%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
22
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'25'26
20 advisors → 11 advisors▼ -45%
Primary office
MIAMI BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/afbilp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GUILLO, PIERRE-YVES, MARCEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
GUILLO, PIERRE-YVES, MARCEL
KRASNYANSKY, SERGE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001930950
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2023-05-04
Edgar Last Filing Date
2026-04-14
Edgar Form D Count
4
Edgar Form D Offerings
2026-04-142026-04-14 · 0001315863-26-000308
2025-04-142025-04-14 · 0001315863-25-000298

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs12
Morgan Stanley6
U.s. Bank4
E*trade4
Bny Mellon1
Edgar Addresses
Mailing
C/O AFBI LP605 LINCOLN ROAD, SUITE 303MIAMI BEACH, FL 33139
Business
C/O AFBI LP605 LINCOLN ROAD, SUITE 303MIAMI BEACH, FL 33139
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-04-14 · 0001315863-26-000308
D/A2025-04-14 · 0001315863-25-000298
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5455588
Trust Company Affiliate
No

People (5)

5
GUILLO, PIERRE-YVES, MARCEL
Direct Owner · 62.5%
5455588
KRASNYANSKY, SERGE
Direct Owner · 37.5%
5757309
KLEIN, STEPHEN, ELLIOT
Direct Owner · 17.5%
3252700
SHOSTACK, RUSSELL, H
Executive Officer · 2.5%
2591947
VICTORIA CORNELL STEARNS
Executive Officer · 2.5%
4981651