Allegheny Financial Group

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Allegheny Financial Group ✚
CRD #	104690
SEC #	801-12566
CIK #	0001844148
AUM	5,593.6 M (2026-05-15)
Employees	103 (27% Investors, 0% Brokers)
Phone	412-367-3880
Address	Stone Quarry Crossing Pittsburgh, PA 15237
Source	[IAPD] [EDGAR] [Website] [Facebook] [Instagram]

Total AUM ($B) Copy

In the News
Fri, 15 May 2026	Allegheny Financial Group BizSpotlight - Pittsburgh Business Times — bizjournals.com
Thu, 02 Apr 2026	Allegheny Financial Group appoints new president - Pittsburgh Business Times — bizjournals.com
Wed, 01 Oct 2025	71. Allegheny Financial Group — CNBC
Mon, 10 Jul 2017	Pittsburgh's Coolest Offices: Allegheny Financial Group — bizjournals.com

Sector	Form 13F Holdings	Value ($M)
	Apple Inc	19.6
	NVR Inc	19.6
	ERIE Indemnity Co	16.5
	Microsoft Corp	8.7
	PPG Industries Inc	8.5
	Lilly Eli & Co	7.4
	Fidelity Wise Origin Bitcoin Fund	6.1
	Caterpillar Inc	4.5
	Alphabet Inc	4.3

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
PE	AFG - Guardian	[2025-08-20]	1.6 M	3.1 M
	Filed 2025-05-07 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Afg-Peca II	2025-08-20		3.9 M
PE	PECA III	2025-08-20		2.4 M
PE	Afg-CCT	[2024-03-30]	5.5 M	5.0 M
	Filed 2026-01-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Afg-SBL II	[2022-03-31]	0.3 M	2.9 M
	Filed 2021-10-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Afg-SBL	[2021-03-29]	1.0 M	3.9 M
	Filed 2020-04-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF	AFG Activist Partners LP	2015-03-27		17.3 M
HF	AFG Growth Partners	[2012-03-28]	18.0 M	23.8 M
	Filed 2025-08-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	AFG Investment Partners III LP	2012-03-28		19.2 M
HF	AFG Investment Partners II LP	2012-03-28		40.1 M
View All

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	2,583	0.8
(b) Individuals (high net worth individuals)	1,337	4.5
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	13	0.2
(g) Pension and profit sharing plans	5	0.0
(h) Charitable organizations	20	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	13	0.1
(n) Other	0	0.0
Total	14,030	5.6
By Discretionary
Discretionary	13,898	5.5
Non-Discretionary	132	0.1
Total	14,030	5.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		5.6
Total	14,030	5.6

Form D Directors	Role	# Filings	# Firms
Brandon Haynes	Executive Officer	20	2
Jonathan Kuhn	Executive Officer	19	2
James Browne	Executive Officer	19	2
Mark Manetti	Executive Officer	12	2
Allegheny Financial Group Ltd	Executive Officer	11	2
Afg Advisory LP	Executive Officer	6	2
Jjb Advisory LLC	Executive Officer	6	2
Browne Haynes Kuhn LLC	Executive Officer	5	2
Allegheny Financial Group LLC	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001844148]

Firm Profile (Form ADV)
Discretionary AUM	$0.1B
Serves	Institutional, Retail
Fund Types	Hedge Fund, Private Equity, Real Estate

Comparable Firms	State	AUM
The Bollard Group LLC ✚	MA	6,724.6 M
Beck Mack & Oliver LLC ✚	NY	6,180.8 M
EJF Capital LP ✚	VA	6,101.3 M
Sepio Capital LP ✚	UT	5,641.2 M
Lowe Brockenbrough & Company Inc ✚	VA	5,487.8 M
Standard Investments LLC ✚	NY	5,221.1 M
Bear Creek Asset Management LLC ✚	CO	5,188.9 M
Pennington Partners & Co LLC ✚	MD	5,087.6 M
Macquarie Wealth Advisers LLC ✚	NY	4,821.3 M
Bienville Capital Management LLC ✚	NY	4,452.5 M

Assets, Funds, Holdings