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| Afinitiv LLC
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| CRD # | 305672 |
| SEC # | 801-117750 |
| CIK # | |
| AUM | 0.3 M (2025-09-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 61404730453 |
| Address | 30 North Gould Street Sheridan, WY 82801 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($k) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (9/28/2025) [Brochure] |
|---|
ITEM 7. TYPES OF CLIENTS
We provide our services to individuals, families, organizations and pooled investment
vehicles of all types and investment experience. We generally do not require minimum
income, minimum asset levels or other similar preconditions for our services through this
form of engagement, however, some minimum requirements may be imposed by
custodians, or broker dealers and we are unable to influence this. We reserve the right to
waive or reduce certain fees based on unique client circumstances, special arrangements,
or pre-existing relationships. While Afinitiv LLC reserves the right to decline services to any
prospective client for any non-discriminatory reason, we strive to provide our services to
all who wish to use it.
SEC FORM ADV 2A |
| AUM Breakdown | Accounts | AUM ($k) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 71.9 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 142.4 |
| (h) Charitable organizations | 1 | 56.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 270.8 |
| By Discretionary | ||
| Discretionary | 6 | 150.3 |
| Non-Discretionary | 1 | 120.6 |
| Total | 7 | 270.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 270.8 | |
| United States Persons | 0.0 | |
| Total | 7 | 270.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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|
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|
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