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Allegheny Financial Group

● SEC registered since 1977CRD 104690SEC# 801-12566Pittsburgh, PA
Export (members)
Ranks #1,236 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$5.59B
Fund GAV
$176.8M
Private funds
13
Employees
103
Accounts
14,030
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 $5.6 billion in regulatory assets under management and employs 103 people. Allegheny Financial Group manages 13 private funds with combined gross assets of $176.8 million, including Afg Investment Partners II LP. By regulatory assets, it ranks 1,236 of 6,004 private fund managers.

Allegheny Financial Group private funds

13 funds · $176.8M GAV
FundTypeGross assetsMin.
Afg Investment Partners II LPHedge$40.1M$250K
Afg Investment Partners LPHedge$28.9M$250K
Afg Investment Partners IV LPHedge$24.6M$250K
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Allegheny Financial Group owners & executives

9 reported
NameTitleOwnershipSince
Brandon James Haynes ControlMember/Manager25-50%2007
Darin Bryce Hawn ControlMember/Manager5-10%2011
David Michael Jeter ControlMember/Manager5-10%2017
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Frequently asked questions

How much does Allegheny Financial Group manage?

Allegheny Financial Group reports $5.6 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 $176.8 million.

How many employees does Allegheny Financial Group have?

Allegheny Financial Group reports 103 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

Regulatory AUM

$5.59B▲ 14%
Mar '25 — $4.9BApr '25 — $4.9BMay '25 — $4.9BJun '25 — $4.9BJul '25 — $4.9BAug '25 — $4.9BSep '25 — $4.9BOct '25 — $4.9BNov '25 — $4.9BDec '25 — $4.9BJan '26 — $4.9BFeb '26 — $4.9BMar '26 — $5.59BApr '26 — $5.59BMay '26 — $5.59BJun '26 — $5.59B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
AUM vs fund managersTop 21%
Larger than 79% of 6,004 private-fund managers
Number of fundsTop 19%
More funds than 81% of fund managers
EmployeesTop 7%
More than 93% of 16,825 advisers

Assets under management

$5.59Bregulatory AUM
Discretionary $5.47BNon-discretionary $120.6M

Fund type mix

Hedge6
Private Equity6
Real Estate1

Service providers

Auditor
Custodian
Administrator