|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Affinity Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 166226 |
| SEC # | 801-81133 |
| CIK # | 0001810023 |
| AUM | $636.1 M (2025-04-01) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 510-984-0261 |
| Address | 825 Page Street Berkeley, CA 94710 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001810023 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.7 | ||
| Microsoft Corp | 5.3 | ||
| Facebook Inc | 5.3 | ||
| Lilly Eli & Co | 3.8 | ||
| Unity Software Inc | 3.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 299 | 93.2 |
| (b) Individuals (high net worth individuals) | 190 | 533.0 |
| (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 | 3.4 |
| (h) Charitable organizations | 1 | 2.8 |
| (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 | 2 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 4,338 | 636.1 |
| By Discretionary | ||
| Discretionary | 1,249 | 508.4 |
| Non-Discretionary | 3,089 | 127.7 |
| Total | 4,338 | 636.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 28.9 | |
| United States Persons | 607.2 | |
| Total | 4,338 | 636.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001810023] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Allium Financial Advisors LLC
✚
|
OR | 0.6 |
|
Financial Partners Group LLC
✚
|
TN | 0.6 |
|
Dodds Wealth LLC
✚
|
CO | 0.6 |
|
Sierra Summit Advisors LLC
✚
|
0.6 | |
|
Gradient Capital Advisors LLC
✚
|
CA | 0.6 |
|
Bayshore Asset Management LLC
✚
|
FL | 0.6 |
|
Renaissance Investment Group LLC
✚
|
MA | 0.6 |
|
IAM Advisory LLC
✚
|
PA | 0.6 |
|
TAP Consulting LLC
✚
|
MO | 0.6 |
|
Sevenbridge Financial Group LLC
✚
|
PA | 0.6 |