The AFFINITY INVESTMENT ADVISORS is a privately held investment adviser that advises $1.16Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. AFFINITY INVESTMENT ADVISORS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 8.78% over the last 5-years.
The Group has been registered with the SEC for 34.03 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 5140 BIRCH STREET SUITE 300, NEWPORT BEACH, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 4 investment and 2 non-investment staff. The total number of Employees decreased by 40% over the last 5-years.
Their $1.16Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 17 other accounts. Assets of Other Investment Advisers clients own $978.68mn or 84.43% of Total Assets and Investment Companies (IC) own $51.23mn or 4.42% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 8 types of clients, top clients are Other Investment Advisers and Investment Companies (IC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
AFFINITY INVESTMENT ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.