A. General Description of Advisory Firm.
A Fin Management LLC (together with its investment advisory affiliates, “Affinity”) is a
Delaware limited liability company founded in 2021. Affinity’s offices are located in Florida.
The sole owner is Jared Kushner.
Affinity provides investment management services to multiple private investment funds and
may in the future provide investment management services to other private investment funds
(collectively, the “Private Funds”) based on their respective investment objectives. Affinity
may also in the future provide investment management services to other types of clients, such
as separately managed account clients (collectively, with the Private Funds, the “Clients”) based
on their respective investment objectives.
Affinity tailors its advisory services as described in the investment program of the relevant
Client’s private placement memorandum or as set forth in such Client’s offering documents,
organizational documents, subscription documents and/or investment management agreement
(collectively, “Governing Documents”). Please refer to Item 8 for a more detailed description
of Affinity’s investment strategies.
Affinity provides investment management services to the Clients on a discretionary basis.
B. Description of Advisory Services.
Affinity primarily focuses on investments in the equity of privately held entities. From time to
time, Affinity also seeks to opportunistically make investments in publicly held entities and
debt when it believes attractive risk-adjusted returns may be available. The Private Funds’
investments are worldwide in scope and across a wide variety of industries and business sectors.
C. Availability of Customized Services for Individual Clients.
Affinity
tailors its advisory services as described in the investment program of the relevant
Client’s private placement memorandum or as set forth in such Client’s Governing Documents.
In addition, Affinity has the right to enter into, and has entered into, agreements, such as side
letters, with certain investors in the Private Funds that may in each case provide for terms of
investment that are different than and/or more favorable than the terms provided to other
investors in the Private Funds. Such terms typically include, among other things, the waiver or
reduction of management and/or incentive fees/allocations/distributions, the provision of
additional information, reports or disclosure, portfolio transparency, rights related to specific
regulatory requests or requirements of certain clients, more favorable transfer rights, rights
related to co- investments, exclusion from investments, and more favorable liquidity rights.
Certain Clients (and/or underlying investors) may also negotiate for investment exposure (or
investment limitations) with respect to, among other things, specific industries, sectors,
geographic regions or investments.
Persons reviewing this Form ADV Part 2A should not construe this as an offering of any of the
Private Funds described herein, which will only be made pursuant to the delivery of a private
placement memorandum, subscription agreement and/or similar documentation to prospective
investors.
D. Wrap Fee Programs.
Affinity does not participate in wrap fee programs.
E. Assets Under Management.
As of December 31, 2023, Affinity managed $3,004,963,927 in assets under management on a
discretionary basis. Affinity does not currently manage any assets on a non-discretionary basis.