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| Happy Holidays!! thanks for using AUM13F!! |
| Affinius Capital Advisors LLC
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|---|---|
| CRD # | 316030 |
| SEC # | 801-122540 |
| CIK # | |
| AUM | $19.5 B (2025-05-13) |
| Employees | 301 (93% Investors, 0% Brokers) |
| Phone | 800-531-8182 |
| Address | 9830 Colonnade Blvd San Antonio, TX 78230 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 27 | 14.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 1.7 |
| (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 | 38 | 19.5 |
| By Discretionary | ||
| Discretionary | 21 | 12.0 |
| Non-Discretionary | 17 | 7.5 |
| Total | 38 | 19.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 19.5 | |
| Total | 38 | 19.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Milic Sutic | 16 | |||
| Leonard ODonnell | 26 | |||
| James Hardin | 22 | |||
| Bruce Peterson | 13 | |||
| Jason Hans | 13 | |||
| Steven Waters | 13 | |||
| Stanley Alterman | 12 | |||
| Patrick Irwin | 12 | |||
| James Hime | 12 | |||
| Toni Fisher | 11 | |||
| View All | ||||
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