AFFINITY ASSET ADVISORS, LLC

AFFINITY ASSET ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 312788). Regulatory assets under management: $2.5B.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (9)

NameRoleLocation
Michael ChoCO-FOUNDER, MANAGING PARTNER AND PORTFOLIO MANAGER | MANAGING MEMBERNew York, NY
Jonathan Bo-Shing ChuCO-FOUNDER | MEMBER
Patrick Leonard NoskerDIRECTOR OF RESEARCH | MEMBER
Daniel Barry HellerCHIEF INVESTMENT OFFICER | MEMBER
Andrew Blake WeinsteinCHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER; CONTROLLER AND CHIEF COMPLIANCE OFFICER
CHO MICHAELCO-FOUNDER, MANAGING PARTNER AND PORTFOLIO MANAGER | MANAGING MEMBER
CHU JONATHAN BO-SHINGCO-FOUNDER AND CHIEF COMPLIANCE OFFICER | MEMBER
NOSKER PATRICK LEONARDDIRECTOR OF RESEARCH | MEMBER
HELLER DANIEL BARRYCHIEF INVESTMENT OFFICER | MEMBER

Private funds (2)

Hedge Fund: 1 · Private Equity Fund: 1

FundTypeFormedOwnersGross asset valueMin investment
AFFINITY HEALTHCARE FUND, LPHedge FundDelaware132$2.4B$1.0M
AFFINITY HEALTHCARE STRATEGIC OPPORTUNITIES FUND, LPPrivate Equity FundDelaware53$59.7M$1.0M

Branch offices (1)

CityStateEmployeesPhone
1(646) 481-8008

Fund service providers (1)

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