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AIFAM GROUP LLC
CRD 158290File 801-74289
APPROVED
Retail clients
Filing as of May 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$289.2M
Below cohort median (national)
Discretionary AUM
$289.2M
Clients
3
3 accounts
Employees
10
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 12, 2012
- Principal office
- 411 THEODORE FREMD AVE, SUITE 206 SOUTH, RYE, NY, 10580
- Phone
- 212-682-6100
- Website
- HTTP://WWW.AIFAMINC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $289.2M
- Discretionary AUM
- $289.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $96.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $972K |
| Pooled investment vehicles | 2 | $288.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 11 | 10 | decreased by1 |
| Mar 1, 2026 | Clients | 5 | 3 | decreased by2 |
| Mar 1, 2026 | AUM | $349,444,744 | $289,165,267 | decreased by$60,279,477 |
| Mar 1, 2026 | Accounts | 5 | 3 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 11 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $690,506,226 | $349,444,744 | decreased by$341,061,482 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8 | 5 | decreased by3 |
| Apr 1, 2022 | Clients | 7 | 5 | decreased by2 |
| Apr 1, 2022 | AUM | $688,412,206 | $690,506,226 | increased by$2,094,020 |
| Apr 1, 2022 | Accounts | 7 | 8 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AIFAM GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AIFAM GROUP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.