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Aufman Associates Inc.
Aufman Associates Inc. was established in 1983 by Edward B. Aufman. The firm originated from the founders’ investment-management and financial-planning...
Aufman Associates Inc.
Aufman Associates Inc. was established in 1983 by Edward B. Aufman. The firm originated from the founders’ investment-management and financial-planning practice. It operates as an independent, fee-only multi-family office serving high-net-worth individuals and families. The firm deploys capital across Fund of Funds, Infrastructure, and Real Estate. It maintains exposure in North America, Europe, and Asia. ESG considerations shape its technology focus. Portfolios combine discretionary management with advisory oversight. The team includes nine named professionals. Additional vehicles include the Aufman Associates Inc. Foundation and the Richard L. and Virginia M. Fischer Foundation. Edward B. Aufman serves as trustee for associated foundations. The firm holds NAPFA membership.
General information
Firm type
Multi Family Office
Year founded
1983
Location
Region
North America
Country
United States
City
Sewickley
Corporate office
Sewickley, PA, United States
Principals
Edward B. Aufman
Founder
William J. Gaffey
CFA
Todd A. Jenkins
Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Aufman Associates Inc.?
Edward B. Aufman serves as founder and primary principal. A team of nine professionals including William J. Gaffey and Todd A. Jenkins supports decisions.
How does Aufman Associates Inc. source proprietary deal flow?
The firm relies on long-term client relationships and its network within NAPFA. It does not publish specific sourcing channels.
Is Aufman Associates Inc. structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office. The firm serves multiple affluent families through integrated planning and management.
Does Aufman Associates Inc. participate in fund commitments or only direct deals?
Confirmed investment types include Fund of Funds alongside Infrastructure and Real Estate.
Where does the underlying wealth come from?
Wealth traces to the founders’ investment-management and financial-planning practice.
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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