Affinius Capital LLC

RIASEC RegisteredEst. 2021

Total AUM

$30.4B

Discretionary

$20.6B

68% of AUM

Avg account

$252M

Accounts

121

Employees

298

Advisory reps

Firm details

Headquarters: San Antonio, Texas
CRD number: 316030
Registered since: October 22, 2021
Website: affiniuscapital.com
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles86.37%
Insurance Companies10.13%
Other2.89%
Banking / Thrift Institutions0.61%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Affinius Capital LLC is a privately held limited liability company that manages pooled real estate vehicles and provides portfolio management to institutions and other pooled entities. Registered with the SEC in 2021, the firm is classified as a real estate fund manager and also performs CPO/CTA functions. Its operating model includes acting as sponsor, general partner and managing member of pooled investment vehicles and it maintains brokerage affiliations related to real estate transactions. The client base is institutional, fee arrangements combine a percentage of assets under management with performance-based fees and other fee components, and the firm identifies as an active ESG investor.