PPrivate Fund Data Log in Join · $37/mo

Daniel Barry Heller

Chief Investment Officer | MemberAffinity Asset Advisors, LLCCRD 1918560

About Daniel Barry Heller

Daniel Barry Heller is listed as Chief Investment Officer | Member at Affinity Asset Advisors, LLC in New York, NY. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Affinity Asset Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel Barry Heller work?

Daniel Barry Heller is listed as Chief Investment Officer | Member at Affinity Asset Advisors, LLC on SEC Form ADV.

How much of Affinity Asset Advisors, LLC does Daniel Barry Heller own?

Form ADV reports a beneficial ownership band of 10-25%.

Affinity Asset Advisors, LLC

TitleChief Investment Officer | Member
Ownership10-25%
Control personNo
Since2021
View Affinity Asset Advisors, LLC →