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 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
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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