Adviser Profile
| As of Date | 12/20/2023 |
| Registration status | Registration Changed to THE AFFINITY GROUP, LLC |
| ADV Location | ALBANY, NY, United States |
| Contact Info | 518 xxxxxxx |
| Websites |
| AUM* | 156,702 -100% |
| of that, discretionary | 156,702 -100% |
| Number of Employees | 5 -29% |
| of those in investment advisory functions | 4 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 22,386 -95% |
| % High Net Worth | 63.16% 226% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
86M
73M
61M
49M
37M
24M
12M
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
No private funds
Employees
Similar advisers
| 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 INSTITUTIONAL INVESTMENT ADVISORS CORP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM105.2m | #Funds- | |
| Adviser CLUTINGER WILLIAMS & VERHOYE INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM163.1m | #Funds- | |
| Adviser RTW FINANCIAL ADVISORS INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM581.0m | #Funds- | |
| Adviser JAFFE TILCHIN INVESTMENT PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund1.7m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV1.7m | AUM2.4b | #Funds1 | |
| Adviser ASPECT PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM418.2m | #Funds- | |
| Adviser SPINNAKER INVESTMENT GROUP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.1b | #Funds- | |
| Adviser HIXON ZUERCHER CAPITAL MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM487.7m | #Funds- | |
| Adviser GLASS WEALTH MANAGEMENT CO., LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM311.9m | #Funds- | |
| Adviser ARROWROOT FAMILY OFFICE, LLC | Hedge Fund4.1m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund4.0m | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV8.0m | AUM430.7m | #Funds2 | |
| Adviser TRUE NORTH RETIREMENT ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM460.9m | #Funds- |