# Aft, Forsyth And Company

Aft, Forsyth And Company is a Bank / Wealth / Trust based in Jupiter, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Jupiter, United States
- **Region:** North America
- **Address:** West Palm Beach, FL, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** aftforsyth.com
- **LinkedIn:** linkedin.com/company/aft-forsyth-&-company-inc

## Regulatory record

- **CRD number:** 137404
- **SEC file number:** 801-64757
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137404

## About

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.

## 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.

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- [African, Caribbean and Pacific Group of States](https://altss.com/profile/african-caribbean-and-pacific-group-of-states)
- [AG Global Advisors](https://altss.com/profile/ag-global-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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