AFFINITY ASSET ADVISORS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$846M
Accounts
2
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

    Partner, Director of ResearchCRD 7341895

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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