RIA Intel›Advisers›New York›AFFINIUS CAPITAL MANAGEMENT LLC

AFFINIUS CAPITAL MANAGEMENT LLC

Advisory

N·NEW YORK, NY

Data as of Jun 21, 2024 · Source: SEC Form ADV

Total AUM

$11.0B

1-Year AUM Growth

-2.9%

3-Year CAGR

+17.6%

Employees

279

Assets Under Management

Total AUM$11.0B

Discretionary AUM$7.3B

Non-Discretionary AUM$3.7B

Discretionary %66.5%

Total Clients69

Team

Total Employees279

Investment Advisers301

Employee Growth (1Y)+45.5%

Filing History

Total Filings on Record32

First FilingFeb 14, 2012

Latest FilingJun 21, 2024

🔒 Full AUM trend chart and 32 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AFFINIUS CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.