RIA Intelligence

AFFINITY ASSET ADVISORS, LLC

CRD #312788 SEC #801-120744 NEW YORK, NY 646-481-3856
SEC Registered Private Funds
Total AUM
$807.9M
Discretionary
$807.9M
Employees
10
Clients
--
Accounts
2

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
1
LEI
549300307G5AWN6LYD87

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WEINSTEIN, ANDREW, BLAKEICONTROLLER AND CHIEF COMPLIANCE OFFICERNA
CHO, MICHAELICO-FOUNDER, MANAGING PARTNER AND PORTFOLIO MANAGER | MANAGING MEMBERD Control
CHO, MICHAELICO-FOUNDER, MANAGING PARTNER AND PORTFOLIO MANAGER | MANAGING MEMBERD Control
CHO, MICHAELICO-FOUNDER, MANAGING PARTNER AND PORTFOLIO MANAGER | MANAGING MEMBERD Control
CHO, MICHAELICO-FOUNDER, MANAGING PARTNER AND PORTFOLIO MANAGER | MANAGING MEMBERD Control
CHO, MICHAELICO-FOUNDER, MANAGING PARTNER AND PORTFOLIO MANAGER | MANAGING MEMBERD Control
CHO, MICHAELICO-FOUNDER, MANAGING PARTNER AND PORTFOLIO MANAGER | MANAGING MEMBERD Control
CHU, JONATHAN, BO-SHINGICO-FOUNDER AND CHIEF COMPLIANCE OFFICER | MEMBERB Control
CHU, JONATHAN, BO-SHINGICO-FOUNDER AND CHIEF COMPLIANCE OFFICER | MEMBERB Control
CHU, JONATHAN, BO-SHINGICO-FOUNDER AND CHIEF COMPLIANCE OFFICER | MEMBERB Control
CHU, JONATHAN, BO-SHINGICO-FOUNDER AND CHIEF COMPLIANCE OFFICER | MEMBERB Control
CHU, JONATHAN, BO-SHINGICO-FOUNDER AND CHIEF COMPLIANCE OFFICER | MEMBERB Control
CHU, JONATHAN, BO-SHINGICO-FOUNDER | MEMBERB Control
HELLER, DANIEL, BARRYICHIEF INVESTMENT OFFICER | MEMBERB
HELLER, DANIEL, BARRYICHIEF INVESTMENT OFFICER | MEMBERB
HELLER, DANIEL, BARRYICHIEF INVESTMENT OFFICER | MEMBERB
HELLER, DANIEL, BARRYICHIEF INVESTMENT OFFICER | MEMBERB
HELLER, DANIEL, BARRYICHIEF INVESTMENT OFFICER | MEMBERB
HELLER, DANIEL, BARRYICHIEF INVESTMENT OFFICER | MEMBERB
NOSKER, PATRICK, LEONARDIDIRECTOR OF RESEARCH | MEMBERB
NOSKER, PATRICK, LEONARDIDIRECTOR OF RESEARCH | MEMBERB
NOSKER, PATRICK, LEONARDIDIRECTOR OF RESEARCH | MEMBERB
NOSKER, PATRICK, LEONARDIDIRECTOR OF RESEARCH | MEMBERB
NOSKER, PATRICK, LEONARDIDIRECTOR OF RESEARCH | MEMBERB
NOSKER, PATRICK, LEONARDIDIRECTOR OF RESEARCH | MEMBERB

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Address

450 PARK AVENUE
SUITE 1403
NEW YORK, NY 10022
United States
Phone: 646-481-3856