Private fund adviser · SAN Antonio, TX
Affinius Capital LLC
Affinius Capital Advisors LLC · SEC-registered investment adviser · CRD 316030 · SEC 801-122540
At a glance
Affinius Capital LLC is an SEC-registered investment adviser based in SAN Antonio, Texas, with $30.4 billion in regulatory assets under management as of its Form ADV filed August 24, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 255th of 4,686 private fund advisers and 644th of 17,210 SEC-registered advisers by assets.
Main office 800-531-8182affiniuscapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $30B
- Rank among private fund advisers
- #255 of 4,686
- Rank among all SEC RIAs
- #644 of 17,210
- Rank in Texas
- #24 of 1,081
- Clients
- 111
- Accounts
- 121
- Discretionary
- 68% of AUM
- Employees
- 298
- Advisory staff
- 273
- Offices
- 9
Owners and executives on its Form ADV
- Leonard J. O'DonnellCEO and Board Member Affinius Capital LLC
- Peter M. McLaughlinCo-Chief Operating Officer, Executive Managing Director of Asset Management, Property Operations and Treasury
- Bahram N. MotamedianChief Strategy Officer, Executive Managing Director of Portfolio Management
- Michael A. BoydChief Legal Officer, General Counsel, and Executive Managing Director
- Tana M. GardnerChief Financial Officer
- Rachel A. DonnellyChief Compliance Officer, Associate General Counsel
Custody and brokerage
Custodian
Affinius Capital LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 100 | $26B | 86% |
| Insurance companies | 6 | $3.1B | 10% |
| Other | 5 | $879M | 3% |
| Banking or thrift institutions | – | $186M | <1% |
Private funds
Affinius Capital LLC reports 94 private funds with $26B in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Affinius Capital LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗affiniuscapital.com ↗
AtlasMembers
The full record on Affinius Capital LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 515 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Affinius Capital LLC manage?
Affinius Capital LLC reports $30.4 billion in regulatory assets under management across 121 accounts, 68% of it on a discretionary basis, on its Form ADV filed August 24, 2026.
What kind of firm is Affinius Capital LLC?
Affinius Capital LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Affinius Capital LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($26.3 billion, 100 clients); insurance companies ($3.1 billion, 6 clients); other ($879 million, 5 clients).
Does Affinius Capital LLC manage private funds?
Yes. It reports 94 private funds with $26.1 billion in gross assets, including real estate funds.
Does Affinius Capital LLC have any disciplinary history?
Affinius Capital LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Affinius Capital LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →