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| Affinity Capital Advisors LLC
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|---|---|
| CRD # | 166226 |
| SEC # | 801-81133 |
| CIK # | 0001810023 |
| AUM | 851.3 M (2026-03-23) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 510-984-0261 |
| Address | 825 Page Street Berkeley, CA 94710 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 60.6 | ||
| Microsoft Corp | 5.6 | ||
| Lilly Eli & Co | 5.4 | ||
| Nvidia Corp | 4.8 | ||
| Facebook Inc | 4.2 | ||
| Alphabet Inc | 4.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 325 | 127.8 |
| (b) Individuals (high net worth individuals) | 206 | 712.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 4.1 |
| (h) Charitable organizations | 1 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,766 | 851.3 |
| By Discretionary | ||
| Discretionary | 1,294 | 632.6 |
| Non-Discretionary | 472 | 218.8 |
| Total | 1,766 | 851.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.6 | |
| United States Persons | 847.8 | |
| Total | 1,766 | 851.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001810023] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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