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| Allegheny Financial Group
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|---|---|
| CRD # | 104690 |
| SEC # | 801-12566 |
| CIK # | 0001844148 |
| AUM | $4.9 B (2025-04-01) |
| Employees | 105 (27% Investors, 0% Brokers) |
| Phone | 412-367-3880 |
| Address | Stone Quarry Crossing Pittsburgh, PA 15237 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ERIE Indemnity Co | 22.8 | ||
| NVR Inc | 22.2 | ||
| Apple Inc | 16.2 | ||
| Exxon Mobil Corp | 13.7 | ||
| Microsoft Corp | 11.5 | ||
| Fidelity Wise Origin Bitcoin Fund | 9.3 | ||
| PPG Industries Inc | 8.0 | ||
| Lilly Eli & Co | 6.3 | ||
| International Business Machines Corp | 3.6 | ||
| Amazon Com Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Afg-Cct | [2024-03-30] | 5.2 | 5.1 |
| PE | Afg-Sbl II | [2022-03-31] | 0.3 | 2.8 |
| PE | Afg-Sbl | [2021-03-29] | 1.0 | 3.7 |
| HF | AFG Activist Partners LP | 2015-03-27 | 18.3 | |
| HF | AFG Growth Partners | [2012-03-28] | 18.0 | 25.5 |
| HF | AFG Investment Partners III LP | 2012-03-28 | 25.5 | |
| HF | AFG Investment Partners II LP | 2012-03-28 | 44.0 | |
| HF | AFG Investment Partners IV LP | 2012-03-28 | 31.7 | |
| HF | AFG Investment Partners LP | 2012-03-28 | 31.5 | |
| RE | AFG Real Estate Opportunities Fund LP | [2012-03-28] | 2.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,689 | 0.8 |
| (b) Individuals (high net worth individuals) | 1,211 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 0.2 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 21 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 12,950 | 4.9 |
| By Discretionary | ||
| Discretionary | 12,842 | 4.8 |
| Non-Discretionary | 108 | 0.1 |
| Total | 12,950 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 12,950 | 4.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Brandon Haynes | 19 | ||
| Jonathan Kuhn | 19 | ||
| James Browne | 17 | ||
| Mark Manetti | 12 | ||
| Allegheny Financial Group Ltd | 11 | ||
| AFG Advisory LP | 6 | ||
| JJB Advisory LLC | 6 | ||
| Browne Haynes KUHN LLC | 5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844148] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Geller Advisors LLC
✚
|
NY | 5.9 |
|
Beck Mack & Oliver LLC
✚
|
NY | 5.9 |
|
Miller Investment Management LP
✚
|
PA | 5.7 |
|
Lowe Brockenbrough & Company Inc
✚
|
VA | 5.4 |
|
Standard Investments LLC
✚
|
NY | 5.2 |
|
Sepio Capital LP
✚
|
UT | 4.5 |
|
Central Park Advisers LLC
✚
|
NY | 4.3 |
|
Pennington Partners & Co LLC
✚
|
MD | 4.0 |
|
Bienville Capital Management LLC
✚
|
NY | 3.8 |
|
Crestone Asset Management LLC
✚
|
CO | 3.6 |