AFFINIUS CAPITAL LLC

AFFINIUS CAPITAL LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 316030). Regulatory assets under management: $30.4B.

Registration

Business model

Compensation: % of AUM, Performance, Other.

Clients served: Pooled vehicles, Investment cos.

Officers, owners & control persons (24)

NameRoleLocation
Leonard Jeffrey O'DonnellCEO AND BOARD MEMBER AFFINIUS CAPITAL LLC; SOLE MEMBER
Fritz Heath WolffMEMBER
James Alan DavidsonTRUSTEE OF DAVIDSON 2004 CHILDREN'S TRUST; TRUSTEE OF DAVIDSON LIVING TRUST
Michael Alan BoydCHIEF LEGAL OFFICER, GENERAL COUNSEL, AND EXECUTIVE MANAGING DIRECTOR
Katherine Elizabeth WolffMEMBER
Julia Loewy DavidsonTRUSTEE OF DAVIDSON 2004 CHILDREN'S TRUST; TRUSTEE OF DAVIDSON LIVING TRUST
Rachel Ann DonnellyCHIEF COMPLIANCE OFFICER, ASSOCIATE GENERAL COUNSEL
Peter Mark MclaughlinCO-CHIEF OPERATING OFFICER, EXECUTIVE MANAGING DIRECTOR OF ASSET MANAGEMENT, PROPERTY OPERATIONS AND TREASURY
Bahram Nmn MotamedianCHIEF STRATEGY OFFICER, EXECUTIVE MANAGING DIRECTOR OF PORTFOLIO MANAGEMENT
Tana Marie GardnerCHIEF FINANCIAL OFFICER
DAVIDSON HAROLD ALANTRUSTEE OF DAVIDSON 2004 CHILDREN'S TRUST; TRUSTEE OF DAVIDSON LIVING TRUST
MCLAUGHLIN TIMOTHY MARKCO-CHIEF OPERATING OFFICER, EXECUTIVE MANAGING DIRECTOR OF ASSET MANAGEMENT, PROPERTY OPERATIONS AND TREASURY
PETERSON JAMES CRAIGCO-CHIEF OPERATING OFFICER, EXECUTIVE MANAGING DIRECTOR OF INVESTMENTS
PURKALITIS ANDRA CYNTHIAGLOBAL CHIEF COMPLIANCE OFFICER, EXECUTIVE MANAGING DIRECTOR
O'DONNELL LEONARD JEFFREYCEO AND BOARD MEMBER AFFINIUS CAPITAL LLC; PRESIDENT, CHIEF EXECUTIVE OFFICER; SOLE MEMBER
WOLFF FRITZ HEATHMEMBER
DONNELLY RACHEL ANNCHIEF COMPLIANCE OFFICER, ASSISTANT GENERAL COUNSEL
IRWIN PATRICK ALLENCHIEF ADMINISTRATIVE OFFICER
MOTAMEDIAN BAHRAM NMNCHIEF STRATEGY OFFICER, EXECUTIVE MANAGING DIRECTOR OF PORTFOLIO MANAGEMENT
POST JOHN GLENCHIEF FINANCIAL OFFICER; SENIOR FINANCIAL OFFICER
BOYD MICHAEL ALANCHIEF LEGAL OFFICER, GENERAL COUNSEL; CHIEF LEGAL OFFICER, GENERAL COUNSEL, AND EXECUTIVE MANAGING DIRECTOR
WOLFF KATHERINE ELIZABETHMEMBER
DAVIDSON JULIA LOEWYTRUSTEE OF DAVIDSON 2004 CHILDREN'S TRUST; TRUSTEE OF DAVIDSON LIVING TRUST
GARDNER TANA MARIECHIEF FINANCIAL OFFICER

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