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| Affinius Capital Advisors LLC
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|---|---|
| CRD # | 316030 |
| SEC # | 801-122540 |
| CIK # | |
| AUM | $18.5 BB (2024-05-16) |
| Employees | 304 (94% Investors, 0% Brokers) |
| Phone | 800-531-8182 |
| Address | 9830 Colonnade Blvd San Antonio, TX 78230 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Affinius Capital Employees 2023 LP | 2024-03-29 | 1.5 | |
| RE | Canam Logistics III LP | 2023-03-31 | 200.6 | |
| RE | Canam Logistics II LP | 2023-03-31 | 207.8 | |
| RE | Canam Logistics I LP | 2023-03-31 | 533.9 | |
| RE | LM Logistics REIT LP | 2023-03-31 | 822.4 | |
| RE | MP Logistics Development II LP | 2023-03-31 | 518.5 | |
| RE | MP Logistics Development REIT | [2023-03-31] | 0.1 | 1,528.9 |
| RE | Square Mile Pleasanton Co-Investment Employees LP | 2023-03-31 | 3.6 | |
| RE | Three Premier SHD LP | 2023-03-31 | 422.8 | |
| RE | US Cactus Industrial/Logistics Fund LP | 2023-03-31 | 1.1 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 26 | 14.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 1.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 2.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 37 | 18.5 |
| By Discretionary | ||
| Discretionary | 21 | 11.6 |
| Non-Discretionary | 16 | 6.9 |
| Total | 37 | 18.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 18.5 | |
| Total | 37 | 18.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Milic Sutic | 16 | |||
| Leonard ODonnell | 25 | |||
| James Hardin | 22 | |||
| Bruce Peterson | 13 | |||
| Steven Waters | 13 | |||
| James Hime | 12 | |||
| Stanley Alterman | 12 | |||
| Patrick Irwin | 12 | |||
| Toni Fisher | 11 | |||
| Laurence Bastien | 11 | |||
| View All | ||||
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