PPrivate Fund Data Log in Join · $37/mo

Affinity Capital Advisors LLC

● SEC registered since 2015CRD 166226SEC# 801-81133Berkeley, CA
Export (members)
Reg. AUM
$636.1M
Employees
9
Accounts
4,338
Location
Berkeley, CA

Affinity Capital Advisors LLC assets under management

Affinity Capital Advisors LLC operates as an SEC-registered investment adviser based in Berkeley, CA. The firm has been registered since 2015. It reports $636.1 million in regulatory assets under management and employs 9 people.

Affinity Capital Advisors LLC owners & executives

11 reported
NameTitleOwnershipSince
Honor and Grace, Inc ControlHolding Company10-25%2025
Jonathan Manzo-Cardenas ControlChief Compliance OfficerUnder 5%2018
Ocean Springs, Inc ControlHolding Company25-50%2025
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Affinity Capital Advisors LLC manage?

Affinity Capital Advisors LLC reports $636.1 million in regulatory assets under management on its Form ADV.

How many employees does Affinity Capital Advisors LLC have?

Affinity Capital Advisors LLC reports 9 employees.

Where is Affinity Capital Advisors LLC located?

Affinity Capital Advisors LLC is based in Berkeley, CA and has been SEC-registered since 2015.

Does Affinity Capital Advisors LLC disclose fund performance?

Affinity Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address825 Page Street, Berkeley, CA 94710
Phone510-984-0261
Fax510-217-3700
Office hours8:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$508.4M
Non-discretionary$127.7M
Total (RAUM)$636.1M