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Building 2AFFINIUS CAPITAL

Map pinSAN ANTONIO, TX
Phone800-531-8182
NotebookSEC #801-122540
Total AUM
$31.1B
Employees
298
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9830 COLONNADE BLVD.
SUITE 600
SAN ANTONIO
TX 78230
United States
Operating Hours
8:00 AM - 5:00 PM CST
Monday - Friday
Phone
800-531-8182
Other Offices
8

ReceiptFinancials

Total AUM
$31.1B
Accounts
121
Discretionary
$21.2B
Accounts
78
Non-Discretionary
$9.9B
Accounts
43

ContactClients

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Banking Clients
1
AUM
$186M
Pooled Vehicle Clients
100
AUM
$26.4B
Government Entity Clients
1
AUM
$389.2M
Insurance Company Clients
6
AUM
$3.1B
Other Clients
1
AUM
$1.1B
Description of Other Clients
NONPROFIT CORPORATION SEPARATELY MANAGED ACCOUNTS

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SEE SCHEDULE D - MISCELLANEOUS

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGAILNYTX

HandshakeAffiliates

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Affiliates
Reported 70 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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