DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Manager

Affinity Investment Advisors LLC

EIN 330934127
Public LPs on the tape
0
distinct allocators disclosing a fund
Commitment rows
0
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
3
Schedule C investment manager rows
Who backs this manager
No allocator on the commitment tape names a fund of this manager.
Corporate and Taft-Hartley plans (Schedule C)
3 plans
Commitment rows
No rows.
What changed
  • Dec 31, 2024Manager relationship endedinferenceHawaii Iron Workers' Pension Plan
    Affinity Investment Advisors no longer appears on Hawaii Iron Workers' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Affinity Investment Advisors LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceMasons Pension Plan
    Affinity Investment Advisors no longer appears on Masons Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Affinity Investment Advisors LLCaskebsa.dol.gov