Data / Investment advisers / Texas / Affinius Capital LLC
Affinius Capital LLC, San Antonio, TX: $30.4 billion AUM, SEC registered investment adviser
Affinius Capital LLC is an SEC registered investment adviser with its main office in San Antonio, Texas and reports $30.4 billion in regulatory assets under management in its Form ADV filed August 24, 2026. Its clients include pooled investment vehicles, insurance companies and banks and thrifts. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 94 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 316030
- SEC file number
- 801-122540
- SEC status
- Approved, effective October 22, 2021
- Legal name
- Affinius Capital Advisors LLC
- Main office
- 9830 Colonnade Blvd. Suite 600, San Antonio, TX 78230
- Phone
- (800) 531-8182
- Regulatory AUM
- $30,435,991,994 in the Form ADV filed August 24, 2026
- Discretionary AUM
- $20,566,015,631
- Non discretionary AUM
- $9,869,976,363
- Accounts
- 121
- Employees
- 298, of which 273 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 94: 94 real estate funds
- Gross assets of private funds
- $26,149,442,349
- Other offices
- 8
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 100 | $26.29 billion |
| Insurance companies | 6 | $3.08 billion |
| Banking or thrift institutions | Fewer than 5 | $186 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| September 1, 2026 | $30.44 billion | August 24, 2026 |
| April 1, 2026 | $31.11 billion | March 31, 2026 |
| December 1, 2025 | $19.48 billion | May 13, 2025 |
Other advisers in San Antonio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Victory Capital Management Inc. | San Antonio | $282.71 billion | 20 | adviserinfo.sec.gov |
| Sendero Wealth Management, LLC | San Antonio | $6.51 billion | Not listed | adviserinfo.sec.gov |
| Frost Investment Advisors, LLC | San Antonio | $5.36 billion | Not listed | adviserinfo.sec.gov |
| S.B. Value Partners, L.P. | San Antonio | $3.89 billion | 3 | adviserinfo.sec.gov |
| Alamo Advisors, LP | San Antonio | $3.87 billion | Not listed | adviserinfo.sec.gov |
| Frost Investment Services | San Antonio | $3.67 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Antonio, TX
- Investment advisers in Texas
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving insurance companies
- Advisers that manage private funds
- Affinius Capital LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.