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Allegheny Financial Group

● SEC registered since 1977CRD 104690SEC# 801-12566Pittsburgh, PA
Export (members)
Ranks #1,103 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$4.9B
Fund GAV
$200.9M
Private funds
13
Employees
105
Accounts
12,950
Location
Pittsburgh, PA

Allegheny Financial Group assets under management

Allegheny Financial Group operates as an SEC-registered investment adviser based in Pittsburgh, PA. The firm has been registered since 1977. It reports $4.9 billion in regulatory assets under management and employs 105 people. Allegheny Financial Group manages 13 private funds with combined gross assets of $200.9 million, including Afg Investment Partners II LP. By regulatory assets, it ranks 1,103 of 5,911 private fund managers.

Allegheny Financial Group private funds

13 funds · $200.9M GAV
FundTypeGross assetsMin.
Afg Investment Partners II LPHedge$44M$250K
Afg Investment Partners IV LPHedge$31.7M$250K
Afg Investment Partners LPHedge$31.5M$250K
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Allegheny Financial Group owners & executives

9 reported
NameTitleOwnershipSince
Brandon James Haynes ControlDirector/President25-50%2007
Darin Bryce Hawn ControlDirector5-10%2011
David Michael Jeter ControlDirector5-10%2017
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Frequently asked questions

How much does Allegheny Financial Group manage?

Allegheny Financial Group reports $4.9 billion in regulatory assets under management on its Form ADV.

How many private funds does Allegheny Financial Group manage?

Allegheny Financial Group manages 13 private funds with combined gross assets of $200.9 million.

How many employees does Allegheny Financial Group have?

Allegheny Financial Group reports 105 employees.

Where is Allegheny Financial Group located?

Allegheny Financial Group is based in Pittsburgh, PA and has been SEC-registered since 1977.

Does Allegheny Financial Group disclose fund performance?

Allegheny Financial Group is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressStone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
Phone412-367-3880
Fax412-367-8353
Office hours8a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.8B
Non-discretionary$102M
Total (RAUM)$4.9B

Service providers

Auditor
Custodian
Administrator