9AT: AFINITIV LLC

Adviser Profile

As of Date	09/28/2025
Registration	SEC, Approved, 12/20/2019
ADV Location	SHERIDAN, WY, United States
Contact Info	+61 xxxxxxx
Websites

AUM^*	270,831 35%
of that, discretionary	150,269 -54%
Number of Employees	2
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	38,690 91%
SMA’s	Yes
Private Funds	0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ALTERNATIVE INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM385.9m	#Funds-
Adviser IAS WEALTH MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM549.0m	#Funds-
Adviser E. A. HORWITZ LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM272.6m	#Funds-
Adviser XENDIA WEALTH LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM475.3m	#Funds-
Adviser FENIX TRADING	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM160.4m	#Funds-
Adviser NYMBUS CAPITAL INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM751.5m	#Funds-
Adviser STATETRUST CAPITAL, LLC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM93.7m	#Funds-
Adviser PORTFOLIO RESOURCES ADVISOR GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM121.9m	#Funds-
Adviser INVERSSO, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM362.7k	#Funds-
Adviser FOCUSED TRADING AND INVESTMENTS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM10.0k	#Funds-

Brochure Summary

Overview

Description of the Firm Afinitiv LLC is a Nevada domiciled limited liability company formed in 2019. We may operate under the name Afinitiv LLC. Afinitiv LLC is ‘Member Managed’ (Varidiem is the sole ‘Member’) and is an SEC Registered Investment Advisor (CRD: 305672). As of the most recent reporting date, we had approximately $323,000 in assets under management. Description of Advisory Services Offered Our firm’s advisory services are limited to online automated investment advice, or ‘robo- advice’ to individuals, high net worth individuals, corporations or other businesses, pooled investment vehicles and pension and profit sharing plans in the United States and elsewhere. This provides guidance in relation to investment allocations and asset selection, where decisions regarding the underlying asset allocation and specific investments are informed by Artificial Intelligence and other automated and algorithmic tools, then implemented on behalf of our Clients in accordance with a range of criteria. We do not offer other forms of advice, however we may provide general guidance, information and education to our clients regarding specific topics which may be helpful and relevant to their circumstances. We may also provide information to our clients about third party products and services which may be relevant to them. General Information Afinitiv LLC does not provide legal or

accounting services, insurance services, deposit products, lending/loans, or specific lending/loan advice. We may however provide information to our clients regarding third parties who may provide such services – and we may provide general information in relation to these. In the event that a client utilizes the products and services of any such third party, they may charge the client a fee independent of the fees they pay to us. In these instances, Afinitiv LLC may also receive a referral fee, or other consideration, from the third party. This may not always be the case – and the extent of the referral fee, commission, or other consideration may vary on a case-by-case basis. In instances where we may be eligible for a referral fee, or other consideration, we will communicate this. While we will exercise our best judgment and good faith in providing our services to our clients, we cannot warrant or guarantee the achievement of any planning goal, or that any forecasts, or projections, will be realised. Future investment returns are not predictable – and past performance is not indicative of future results. Educational Content Afinitiv LLC may provide educational content to clients and the general public through a variety of media. These may include video, infographics, special-purpose calculators, or a range of other media. SEC FORM ADV 2A 4

AFINITIV LLC

AFINITIV LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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AFINITIV LLC AFINITIV LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

AFINITIV LLC

AFINITIV LLC