Affinity Capital Portfolio and Investment Opportunities Overview

Affinity Capital has a diverse portfolio that includes investments in various sectors, such as technology, healthcare, and renewable energy.

Their investment approach focuses on backing entrepreneurs and companies that are solving real-world problems.

Affinity Capital's investment team is experienced in identifying and supporting innovative businesses.

They have a strong track record of generating returns for their investors.

Affinity Capital Advisors LLC is a registered investment advisory firm that operates on a fee-only basis, established in 2015 and headquartered in Berkeley, CA. It specializes in providing investment advice to individuals and small businesses, as well as pension consulting services.

The firm takes a personalized approach to each client, understanding that each has unique needs and goals. It offers customized investment portfolios based on clients' risk tolerance and investment goals.

Affinity Capital Advisors LLC offers various fee structures, including percentage of assets under management (AUM), hourly fees, and fixed fees.

Affinity Capital Advisors holds 150 positions in its portfolio as reported in the December 2024 quarterly 13F filing.

The fund has invested in two undisclosed Israeli hi-tech companies, marking the first known instance of the Saudi Public Investment Fund's cash being directed to Israel.

In March 2022, Affinity executives heard pitches from 13 to 15 Israeli startups.

Affinity was the primary backer in Munich-based fitness technology company EGYM's £225 million Series F funding round, announced in July 2023, marking the fund's first European investment.

Affinity helped boost Kushner's net worth to at least $900 million, up 180% from early 2017, when he became senior advisor to Trump, according to Forbes' November 2024 report.

Affinity Capital Advisors LLC is a registered investment advisory firm established in 2015 and headquartered in Berkeley, CA.

The firm operates on a fee-only basis, which means it doesn't receive commissions or other compensation based on the sale of financial products.

It specializes in providing investment advice to individuals and small businesses, as well as pension consulting services.

Clients seeking financial planning services can also come to the firm for assistance in creating a personalized plan to achieve their financial goals.

The firm's team of investment advisors works with clients to create customized investment portfolios based on their unique risk tolerance and investment goals.

Affinity Capital Advisors LLC offers various fee structures, including percentage of assets under management (AUM), hourly fees, and fixed fees.

The firm believes in transparency and works with clients to identify the most suitable fee structure that aligns with their goals and objectives.

The firm caters to a diverse range of clientele, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporate types.

Each client has unique needs and goals, so the firm takes a personalized approach to each case, ensuring that the solutions they offer align with the clients' objectives.

Our current offerings are a great place to start if you're looking to invest. We have a minimum investment of $50,000 required to get started.

One of our current offerings is Varsity Apartments, a 100-unit Class-A Mixed Use Multifamily project in Portsmouth, VA's NEW "Entertainment District". This is a fantastic opportunity to invest in a growing market.

The Varsity Apartments project offers a 10% preferred return, with a target IRR of 12% to 20%. This is a great way to earn a steady income while also seeing potential for long-term growth.

Here are the key details of our current offerings:

We're also scaling and growing into 37 markets in the United States, with plans to offer more investment opportunities in the future.

Affinity Capital Management has made 106 investments. Their latest investment was in Parrot.MD as part of their Unattributed VC on November 08, 2019.

Affinity Capital's values are centered around Family, Integrity, Communications, and Trust, which align with the goals of many families who invest with them.

Their team is connected to accredited investor networks and resources in commercial property acquisitions, which allows them to think outside the box.

They have a strong focus on closing deals, making them effective CLOSERS.

Affinity Capital has exclusive relationships that provide a pipeline of real estate opportunities, fueling their growth beyond a billion-dollar asset valuation.

Affinity capital is a type of investment that allows individuals to pool their resources with like-minded people to achieve financial goals.

One key benefit of affinity capital is that it can provide access to funding that may not be available through traditional channels. This is because affinity capital investments are often made by individuals who share a common interest or goal, which can create a sense of community and shared risk.

By investing in affinity capital, individuals can diversify their portfolios and potentially earn higher returns than traditional investments. For example, a group of investors may pool their resources to invest in a community solar project, which can provide a steady stream of income and reduce their reliance on fossil fuels.

Affinity Capital Advisors has been filing regular updates with the SEC since 2020.

Their 2024 Q4 filing was submitted on January 14, 2025, giving us a glimpse into their current financial situation.

The company's Q3 filing for 2024 was submitted on October 7, 2024, just in time for investors to make informed decisions.

You can find Affinity Capital Advisors' 2024 Q1 filing from April 12, 2024, which provides valuable insights into their first-quarter performance.

Here's a list of Affinity Capital Advisors' past filings:

Let's break down the fee structures you need to know about.

Most banks charge a monthly maintenance fee, which can range from $5 to $20, depending on the institution and the services you use.

Fees for overdrafts can be steep, with some banks charging upwards of $35 per occurrence.