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—

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