SEC-Registered Investment Adviser
Affinius Capital LLC
Legal name: Affinius Capital Advisors LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated August 24, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- October 22, 2021
- Principal office
- 9830 Colonnade Blvd., Suite 600, San Antonio, TX 78230
- Organized as
- Limited Liability Company, TX
- Fiscal year end
- December
- Other offices
- 8
Scale
- Regulatory AUM
- $30.4B
- Discretionary / non-discretionary
- $20.6B / $9.9B
- Accounts
- 121
- Clients
- 20
- Employees
- 298, 273 in advisory roles
- Private funds advised
- 94
- Private fund gross assets
- $26.1B
- Fund types
- 94 real estate funds
- Client assets in custody
- $4.3B (6 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients
- Compensated by
- a percentage of assets under management, performance-based fees and other
- Client types
- banking or thrift institutions; pooled investment vehicles (100); insurance companies (6); other (5)
- Also engaged as
- commodity pool operator or commodity trading advisor
- Related persons include
- another investment adviser, a commodity pool operator or commodity trading advisor, a real estate broker or dealer, a sponsor or syndicator of limited partnerships and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 4 investment advisers
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (August 24, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.
