Affinity Asset Advisors, LLC
● SEC registered since 2021CRD 312788SEC# 801-120744New York, NY
Ranks #2,378 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.69B
Fund GAV
$1.69B
Private funds
1
Employees
10
Accounts
2
Location
New York, NY
Affinity Asset Advisors, LLC assets under management
Affinity Asset Advisors, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2021. It reports $1.7 billion in regulatory assets under management and employs 10 people. Affinity Asset Advisors, LLC manages 1 private fund with combined gross assets of $1.7 billion, including Affinity Healthcare Fund, LP. By regulatory assets, it ranks 2,378 of 6,004 private fund managers.
Affinity Asset Advisors, LLC private funds
1 funds · $1.69B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Affinity Healthcare Fund, LP | Hedge | $1.69B | $1M |
Affinity Asset Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Blake Weinstein | Chief Financial Officer And Chief Compliance Officer | Under 5% | 2025 |
| Daniel Barry Heller | Chief Investment Officer | Member | 10-25% | 2021 |
| Jonathan Bo-Shing Chu Control | Co-Founder | Member | 10-25% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Affinity Asset Advisors, LLC manage?
Affinity Asset Advisors, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Affinity Asset Advisors, LLC manage?
Affinity Asset Advisors, LLC manages 1 private funds with combined gross assets of $1.7 billion.
How many employees does Affinity Asset Advisors, LLC have?
Affinity Asset Advisors, LLC reports 10 employees.
Where is Affinity Asset Advisors, LLC located?
Affinity Asset Advisors, LLC is based in New York, NY and has been SEC-registered since 2021.
Does Affinity Asset Advisors, LLC disclose fund performance?
Affinity Asset Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 450 Park Avenue, Suite 1403, New York, NY 10022 |
| Phone | 646-481-3856 |
| Office hours | 8:30a.m. - 6p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1773195 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.69B▲ 109%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
AUM vs fund managersTop 40%
Larger than 60% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.69Bregulatory AUM
Discretionary $1.69B
Service providers
Auditor
Prime broker
Custodian
Administrator