AFFINITY CAPITAL, L.P.

Overview

Affinity Capital, L.P. is an independent registered investment adviser organized as a limited partnership that serves individual and family clients, with additional work for small businesses. The firm delivers financial planning, portfolio management and pension consulting services under a mix of percentage-of-AUM and fixed-fee arrangements. Investment execution appears to favor model-driven portfolios and pooled vehicles rather than concentrated single-stock bets: public funds and mutual funds make up the largest share of client assets, while the firm also allocates to third‑party real estate strategies as an alternative sleeve. Custody and execution are largely run through a single major custodian, which supports a centralized operating model and discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices