DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Affinius Capital LLC
Legal name Affinius Capital Advisors LLC
Latest filing Aug 24, 2026
First filing on the tape Sep 22, 2021 · 17 filings
SEC status approved since Oct 22, 2021
RAUM
$30B
reported, Item 5.F
Discretionary
68%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
298
273 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
94
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$30B as of Aug 24, 2026
Mar 30, 2022$13B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 24, 2026
Mar 30, 20220 then
Employees (5.A)298 as of Aug 24, 2026
Mar 30, 2022293 then
Private funds94 as of Aug 24, 2026
Mar 30, 20227 then
RAUM +56% over the last fiscal year+15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 24, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $252MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 68%derivedof RAUM
- Institutional
- 10%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived9 offices incl. principal (1.F.5)
- RAUM growth, one year
- +60%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $4.3B, 6 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$26B89%
- Insurance companies$3.1B10%
- Banks and thrifts$186M0.6%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 121reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.3B for 6 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.86 institutional_share=0.1 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
23 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| US Eagle Real Estate Reit, LLC | Real Estate Fund | $3.4B | 49 | Sep 22, 2021 |
| US Government Building Open-End Reit, LLC | Real Estate Fund | $2.8B | 63 | Sep 22, 2021 |
| Mp Logistics Development Reit | Real Estate Fund | $1.5B | 3 | Mar 31, 2023 |
| US Industrial Reit II | Real Estate Fund | $1.3B | 3 | Mar 31, 2023 |
| Housing Platform Reit 1, LLC | Real Estate Fund | $1.0B | 5 | Mar 30, 2022 |
| Lm Logistics Reit LP | Real Estate Fund | $822M | 4 | Mar 31, 2023 |
| US Mf Hc LLC | Real Estate Fund | $647M | 2 | Mar 31, 2023 |
| Canam Logistics I, L.P | Real Estate Fund | $534M | 3 | Mar 31, 2023 |
| Mp Logistics Development II, LP | Real Estate Fund | $519M | 4 | Mar 31, 2023 |
| US Regional Logistics Program III, L.P. | Real Estate Fund | $454M | 6 | Mar 31, 2023 |
| Three Premier Shd, LP | Real Estate Fund | $423M | 3 | Mar 31, 2023 |
| Canam Logistics II, LP | Real Estate Fund | $208M | 3 | Mar 31, 2023 |
| Canam Logistics III, L.P. | Real Estate Fund | $201M | 3 | Mar 31, 2023 |
| US Regional Logistics Program II, L.P. | Real Estate Fund | $169M | 5 | Mar 31, 2023 |
| US Re Co-Invest, LLC | Real Estate Fund | $122M | 9 | Sep 22, 2021 |
| US Re Co-Invest Employees, LP | Real Estate Fund | $30.5M | 61 | Sep 22, 2021 |
| US Re Employees New Economy, LP | Real Estate Fund | $23.7M | 55 | Sep 22, 2021 |
| US Regional Logistics Program, L.P | Real Estate Fund | $14.4M | 5 | Mar 31, 2023 |
| US Re Employees 2022, LP | Real Estate Fund | $5.9M | 29 | Mar 31, 2023 |
| US Re Employees 2021, LP | Real Estate Fund | $5.3M | 21 | Sep 22, 2021 |
| Square Mile Pleasanton Co-Investment Employees LP | Real Estate Fund | $3.6M | 28 | Mar 31, 2023 |
| Affinius Capital Employees 2023 LP | Real Estate Fund | $1.5M | 12 | Mar 29, 2024 |
| US Cactus Industrial/Logistics Fund, LP | Real Estate Fund | $1.1M | 3 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Alan Michael Boyd · Chief Legal Officer, General Counsel, And Executive Managing Directorcontrolsince 12/2020 · owns less than 5%
- Ann Rachel Donnelly · Chief Compliance Officer, Assistant General Counselcontrolsince 11/2023 · owns less than 5%
- Marie Tana Gardner · Chief Financial Officercontrolsince 10/2022 · owns less than 5%
- Mark Peter Mclaughlin · Co-Chief Operating Officer, Executive Managing Director Of Asset Management, Property Operations And Treasurycontrolsince 04/2020 · owns less than 5%
- Nmn Bahram Motamedian · Chief Strategy Officer, Executive Managing Director Of Portfolio Managementcontrolsince 03/2017 · owns less than 5%
- Jeffrey Leonard O'Donnell · Ceo And Board Member Affinius Capital LLCcontrolsince 05/2013 · owns less than 5%
- Craig Bruce Peterson · Co-Chief Operating Officer, Executive Managing Director Of Investmentscontrolsince 04/2020 · owns less than 5%
- Alan James Davidson · Trustee Of Davidson 2004 Children'S Trustcontrolsince 05/2004 · owns F of Davidson 2004 Children'S Trust
- Alan James Davidson · Trustee Of Davidson Living Trustcontrolsince 01/1996 · owns F of Davidson Living Trust
- Loewy Julia Davidson · Trustee Of Davidson 2004 Children'S Trustcontrolsince 05/2004 · owns F of Davidson 2004 Children'S Trust
- Loewy Julia Davidson · Trustee Of Davidson Living Trustcontrolsince 01/1996 · owns F of Davidson Living Trust
- Jeffrey Leonard O'Donnell · Sole Membercontrolsince 04/2020 · owns 75% or more of Tkt Investments, LLC
- Heath Fritz Wolff · Membercontrolsince 06/2017 · owns 50% to 75% of Fk Investment Holdings, LLC
- Elizabeth Katherine Wolff · Membercontrolsince 06/2017 · owns 50% to 75% of Fk Investment Holdings, LLC
Entity owners
- Affinius Capital LLC · Sole Memberdirect · owns 75% or more
- Affinius Holdings LLC · Sole Memberindirect · owns 75% or more of Affinius Capital LLC
- Davidson 2004 Children'S Trust · Memberindirect · owns 50% to 75% of Nbt Capital, LLC
- Davidson Living Trust · Memberindirect · owns 50% to 75% of Nbt Capital, LLC
- Fk Investment Holdings, LLC · Memberindirect · owns 75% or more of Fwre Holdings, LLC
- Fwre Holdings, LLC · Memberindirect · owns 25% to 50% of Jflc, LLC
- Jdre Holdings, LLC · Memberindirect · owns 25% to 50% of Jflc, LLC
- Jflc, LLC · Memberindirect · owns 50% to 75% of Affinius Holdings LLC
- Nbt Capital, LLC · Sole Memberindirect · owns 75% or more of Jdre Holdings, LLC
- Tkt Holdings, LLC · Memberindirect · owns 25% to 50% of Jflc, LLC
- Tkt Investments, LLC · Sole Memberindirect · owns 75% or more of Tkt Holdings, LLC
Related persons
Schedule D 7.A
- Admiral Capital Real Estate Gp II, LLCbankpooled vehicle sponsory
- Affinius Capital Europe B.V.investment advisern
- Affinius Capital Europe Holdco B.V.n
- Affinius Capitalinvestment adviserpooled vehicle sponsoryRAUM $11B
- Bridger Holdings LLCn
- Canam Logistics Gp I, LLCbankpooled vehicle sponsorn
- Canam Logistics Gp II, LLCbankpooled vehicle sponsorn
- Canam Logistics Gp III, LLCbankpooled vehicle sponsorn
- Crimson Interests, LLCn
- Housing Platform Gp, LLCbankpooled vehicle sponsorn
- Housing Platform Reit Manager, LLCpooled vehicle sponsorn
- Kandle I, LPn
- Lm Logistics Gp LLCbankpooled vehicle sponsorn
- Mp Logistics Development II Gp, LLCbankpooled vehicle sponsorn
- Odp Gp, LLCbankpooled vehicle sponsorn
- Premier Gp, LLCbankpooled vehicle sponsorn
- Quorum Real Estate Services LLCinvestment companyn
- US Eagle Real Estate Gp, LLCbankpooled vehicle sponsorn
- US Government Building Gp, LLCbankpooled vehicle sponsorn
- US Re Co-Invest Employees Gp, LLCbankpooled vehicle sponsorn
- US Re Employees 2021 Gp, LLCbankpooled vehicle sponsorn
- US Re Employees New Economy Gp, LLCbankpooled vehicle sponsorn
- US Real Estate Limited Partnershippooled vehicle sponsorn
- US Relp Cactus Gp, LLCpooled vehicle sponsorn
- US Rlp Gp, LLCbankpooled vehicle sponsorn
- US Rlp II Gp, LLCbankpooled vehicle sponsorn
- US Rlp III Gp, LLCbankpooled vehicle sponsorn
- Usaa Eagle Real Estate (Eu Parallel) Gp S.A.R.Lbankpooled vehicle sponsorn
Advisers that list Affinius Capital LLC as a related person
- 158190 n
Offices
Schedule D 1.F, the 25 largest
- Amsterdam, Netherlands17 employees
- New York, NY9 employees
- Dallas, TX6 employees
- Chicago, IL4 employees
- Atlanta, GA3 employees
- Seoul, Korea, South2 employees
- Los Angeles, CA2 employees
- Newport Beach, CA2 employees
- Bethesda, MD2 employees
- Chicago, IL1 employees
- San Francisco, CA1 employees
- Arlington, VA1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 31, 2026private funds (Schedule D 7.B.1) moved from 24.0 to 94.0 (+292.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +5.0% (319 comparable advisers, 100.0th percentile of changes)peers: asset managers, $20B and over (319) · 100% percentile
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $19,473,373,287 to $31,105,860,115 (+60.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +15.0% (471 comparable advisers, 91.0th percentile of changes)peers: asset managers, $20B and over (471) · 91% percentile
What changed
consecutive filings, newest first
- Assets in custody · $4.3B to $4.3BMar 31, 2026 to Aug 24, 2026
- Discretionary RAUM · $21B to $21BMar 31, 2026 to Aug 24, 2026
- Non-discretionary RAUM · $9.9B to $9.9BMar 31, 2026 to Aug 24, 2026
- Pooled vehicle RAUM · $26B to $26BMar 31, 2026 to Aug 24, 2026
- RAUM · $31B to $30BMar 31, 2026 to Aug 24, 2026
- Accounts · 38 to 121May 13, 2025 to Mar 31, 2026
- Advisory employees · 279 to 273May 13, 2025 to Mar 31, 2026
- Business name · AFFINIUS CAPITAL to AFFINIUS CAPITAL LLCMay 13, 2025 to Mar 31, 2026
- Pooled vehicle clients · 27 to 100May 13, 2025 to Mar 31, 2026
- Assets in custody · $3.9B to $4.3BMay 13, 2025 to Mar 31, 2026
- Employees · 301 to 298May 13, 2025 to Mar 31, 2026
- Private funds · 24 to 94May 13, 2025 to Mar 31, 2026
- Discretionary RAUM · $12B to $21BMay 13, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $7.5B to $9.9BMay 13, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $15B to $26BMay 13, 2025 to Mar 31, 2026
- RAUM · $19B to $31BMay 13, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 13, 2025
- Discretionary RAUM · $12B to $12BMar 31, 2025 to May 13, 2025
- Non-discretionary RAUM · $7.5B to $7.5BMar 31, 2025 to May 13, 2025
- Pooled vehicle RAUM · $15B to $15BMar 31, 2025 to May 13, 2025
- RAUM · $19B to $19BMar 31, 2025 to May 13, 2025
- Accounts · 37 to 38Nov 1, 2024 to Mar 31, 2025
- Advisory employees · 285 to 279Nov 1, 2024 to Mar 31, 2025
- Pooled vehicle clients · 26 to 27Nov 1, 2024 to Mar 31, 2025
- Assets in custody · $3.6B to $3.9BNov 1, 2024 to Mar 31, 2025
- Employees · 304 to 301Nov 1, 2024 to Mar 31, 2025
- Other offices · 12 to 8Nov 1, 2024 to Mar 31, 2025
- Private funds · 23 to 24Nov 1, 2024 to Mar 31, 2025
- Discretionary RAUM · $12B to $12BNov 1, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $6.9B to $7.5BNov 1, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $14B to $15BNov 1, 2024 to Mar 31, 2025
- RAUM · $19B to $19BNov 1, 2024 to Mar 31, 2025
- Advisory employees · 293 to 285Nov 22, 2023 to Mar 29, 2024
- BD registered reps · 1 to 0Nov 22, 2023 to Mar 29, 2024
- Pooled vehicle clients · 25 to 26Nov 22, 2023 to Mar 29, 2024
- Assets in custody · $0 to $3.6BNov 22, 2023 to Mar 29, 2024
- Employees · 307 to 304Nov 22, 2023 to Mar 29, 2024
- Insurance-licensed employees · 1 to 0Nov 22, 2023 to Mar 29, 2024
- Private funds · 22 to 23Nov 22, 2023 to Mar 29, 2024
- Discretionary RAUM · $12B to $12BNov 22, 2023 to Mar 29, 2024
Signals
9 dated events
- Affinius Capital Llc reported RAUM $31.1B, up 60% from $19.5B (2025-05-13 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Cynthia Andra Purkalitis (Global Chief Compliance Officer, Executive Managing Director) no longer on Schedule A of Affinius Capital Llc (listed 2023-05-30, absent 2023-11-22)Nov 22, 2023 · Control person left · inference
- Ann Rachel Donnelly (Chief Compliance Officer, Assistant General Counsel) appeared on Schedule A of Affinius Capital LlcNov 22, 2023 · Control person joined · fact
- Affinius Capital Llc reported RAUM $19.9B, up 53% from $13.0B (2023-01-17 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Allen Patrick Irwin (Chief Administrative Officer) no longer on Schedule A of Affinius Capital Llc (listed 2023-01-17, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Glen John Post (Chief Financial Officer) no longer on Schedule A of Affinius Capital Llc (listed 2022-08-29, absent 2023-01-17)Jan 17, 2023 · Control person left · inference
- Marie Tana Gardner (Chief Financial Officer) appeared on Schedule A of Affinius Capital LlcJan 17, 2023 · Control person joined · fact
- Affinius Capital Llc reported RAUM $13.0B, up 30% from $10.0B (2021-09-22 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Usaa Equity Advisors, Llc filed its initial SEC registration (Form ADV)Sep 22, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Affinius Capital · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/affiniuscapitalreportedpublic record, Form ADV, Sep 17, 2026
- Website
- affiniuscapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 800-531-8182reportedpublic record, Form ADV, Aug 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Affinius Capital LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
Checking your plan…