AFFINITY ASSET ADVISORS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 312788
- Registered since
- April 9, 2021
- Website
- affinityadv.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Affinity Asset Advisors, LLC is an SEC-registered hedge fund adviser formed as an LLC and registered in 2021. The firm serves institutional clients and operates primarily as a manager of pooled investment vehicles, functioning in capacities consistent with a CPO/CTA and as sponsor, general partner, or managing member of pooled vehicles. Its fee model combines a percentage-of-assets under management with performance-based fees. The firm does not self-identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2ANDREW WEINSTEIN
Chief Financial OfficerCRD 5498151
DANIEL HELLER
Chief Investment OfficerCRD 1918560
Contacts
3 of 3JONATHAN CHU
Co-FounderCRD 5454153
MICHAEL CHO
DirectorCRD 4568320
PATRICK NOSKER
Partner, Director of ResearchCRD 7341895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 450 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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