Affinity Asset Advisors, LLC

RIASEC RegisteredEst. 2021
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$817M
Accounts
3
Employees
10
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
312788
Registered since
April 9, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Affinity Asset Advisors, LLC is an SEC-registered investment manager formed as an LLC in 2021 that functions primarily as a manager of pooled investment vehicles. The firm serves institutional clients and is organized as a multifaceted fund manager, running both hedge fund and private equity investment programs while also acting in capacities consistent with commodity pool operator/commodity trading adviser (CPO/CTA) activity. Affinity charges asset-based fees alongside performance-based fees and is not identified as an ESG-focused or multi-state adviser. The firm is owned by an individual and is described as a sponsor/GP/managing member of pooled vehicles rather than a broad capital allocator to separate accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Andrew Weinstein

    Chief Financial OfficerCRD 5498151

  • Daniel Heller

    Chief Investment OfficerCRD 1918560

Contacts

3 of 3
  • Jonathan Chu

    Co-FounderCRD 5454153

  • Michael Cho

    DirectorCRD 4568320

  • Patrick Nosker

    Patrick Nosker

    Partner, Director of ResearchCRD 7341895

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth