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Aft, Forsyth And Company
Aft, Forsyth And Company is an SEC-registered investment adviser in Jupiter, FL, registered since 2005. The firm manages $259 million in regulatory assets.
Aft, Forsyth And Company
Aft, Forsyth And Company is an SEC-registered investment adviser in Jupiter, FL, registered since 2005. The firm manages $259 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
Location
Region
North America
Country
United States
City
Jupiter
Corporate office
West Palm Beach, FL, United States
Frequently asked questions
Who are the principals of Aft, Forsyth And Company?
No named principals, portfolio managers, or relationship managers for Aft, Forsyth And Company have been identified through firm communications, regulatory filings, or independent reporting. The partnership structure implied by the company's name remains undocumented in the public domain as of the latest review.
What asset classes does Aft, Forsyth And Company typically allocate to?
Without a published strategy document, historical 13F filing, or any commentary from firm leadership, the specific asset-class mix deployed by Aft, Forsyth And Company is unknown. Palm Beach advisory peers commonly offer US large-cap equity portfolios, municipal bond ladders, private real estate access, and private equity fund commitments — a reasonable but unconfirmed set of assumptions for this firm.
What is the minimum client relationship size for Aft, Forsyth And Company?
The firm has not disclosed a minimum account size or net-worth threshold for prospective clients. Similar-scale boutiques in the West Palm Beach market often serve a limited number of families, with relationships starting anywhere from the low eight figures to nine figures, but this figure is purely an Altss estimate based on the competitive landscape — not a statement by the firm.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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