Allegheny Financial Group
Asset Manager SEC-registered adviser
AUM
$5.6B
Regulatory AUM
Private funds
13
Hedge Fund 6 · Private Equity 6 · Real Estate 1
Private fund assets
$176.8M
Gross asset value
Employees
103
Last Form D raise
Aug 2026
Most recent fund filing
From SEC Form ADV filing (filed Aug 24, 2026). View on SEC
People(8)
Owners and executive officers named on the firm's SEC Form ADV.
B
D
D
J
J
R
R
Funds(13)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Afg Growth Partners | Hedge Fund | $23.8M | $18.0M | 57 | Aug 2026 | Hot |
| Afg - Guardian | Private Equity | $3.1M | $3.1M | 13 | May 2026 | Hot |
| Afg-Cct | Private Equity | $5.0M | $5.5M | 57 | Jan 2026 | Warm |
| Afg Investment Partners LP | Hedge Fund | $28.9M | $22.1M | 108 | Jan 2026 | Warm |
| Afg Investment Partners IV LP | Hedge Fund | $24.6M | $25.9M | 118 | Jan 2026 | Warm |
| Afg Investment Partners III LP | Hedge Fund | $19.2M | $17.2M | 81 | Jan 2026 | Warm |
| Afg Activist Partners LP | Hedge Fund | $17.3M | $22.1M | 108 | Jan 2026 | Warm |
| Afg-Sbl II | Private Equity | $2.9M | $300K | 3 | Oct 2021 | Cold |
| Afg-Sbl | Private Equity | $3.9M | $1.0M | 16 | Apr 2020 | Cold |
| Afg Investment Partners II LP | Hedge Fund | $40.1M | — | — | — | |
| Afg-Peca II | Private Equity | $3.9M | — | — | — | |
| Peca III | Private Equity | $2.4M | — | — | — | |
| Afg Real Estate Opportunities Fund LP | Real Estate | $1.7M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 104690
- SEC file number
- 801-12566
Sources
- SEC Form ADV Oct 14, 2026