AFFINIUS CAPITAL LLC

RIASEC RegisteredEst. 2021

Total AUM

$31.1B

Discretionary

$21.2B

68% of AUM

Avg account

$257M

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 Vehicles84.77%
Insurance Companies9.91%
Other3.47%
State / Municipal Government1.25%
Banking / Thrift Institutions0.6%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Affinius Capital LLC is a real-estate–oriented investment adviser organized as an LLC and SEC‑registered in 2021. The firm serves institutional clients and operates primarily as a manager and sponsor of pooled investment vehicles rather than as a capital allocator to external strategies. Its business activities include acting as a CPO/CTA and serving as sponsor, GP or managing member of pooled vehicles; its advisory work focuses on portfolio management for pooled investment vehicles and for businesses or institutions. Fee arrangements include a percentage-of-AUM component, performance-based fees and other fee structures. The firm is flagged as an active ESG investor.