← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（11/01/2024）
AFFINIUS CAPITAL ADVISORS LLC · 所有者与执行高管（CRD 316030）
机构事实页：AFFINIUS CAPITAL ADVISORS LLC 事实页 → | 官方原文：IAPD firm-summary/316030
Schedule A · 直接所有者（8 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| O'DONNELL, LEONARD, JEFFREY | 个人 | CEO AND BOARD MEMBER AFFINIUS CAPITAL LLC | 是 | NA |
| MCLAUGHLIN, PETER, MARK | 个人 | CO-CHIEF OPERATING OFFICER, EXECUTIVE MANAGING DIRECTOR OF ASSET MANAGEMENT, PROPERTY OPERATIONS AND TREASURY | 是 | NA |
| PETERSON, BRUCE, CRAIG | 个人 | CO-CHIEF OPERATING OFFICER, EXECUTIVE MANAGING DIRECTOR OF INVESTMENTS | 是 | NA |
| MOTAMEDIAN, BAHRAM, NMN | 个人 | CHIEF STRATEGY OFFICER, EXECUTIVE MANAGING DIRECTOR OF PORTFOLIO MANAGEMENT | 是 | NA |
| BOYD, MICHAEL, ALAN | 个人 | CHIEF LEGAL OFFICER, GENERAL COUNSEL, AND EXECUTIVE MANAGING DIRECTOR | 是 | NA |
| AFFINIUS CAPITAL LLC | 境内实体 | SOLE MEMBER | 是 | E |
| GARDNER, TANA, MARIE | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| DONNELLY, RACHEL, ANN | 个人 | CHIEF COMPLIANCE OFFICER, ASSISTANT GENERAL COUNSEL | 是 | NA |
Schedule B · 执行高管（17 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| AFFINIUS HOLDINGS LLC | SOLE MEMBER | 是 |
| JFLC, LLC | MEMBER | 是 |
| FWRE HOLDINGS, LLC | MEMBER | 是 |
| FK INVESTMENT HOLDINGS, LLC | MEMBER | 是 |
| WOLFF, FRITZ, HEATH | MEMBER | 是 |
| WOLFF, KATHERINE, ELIZABETH | MEMBER | 是 |
| JDRE HOLDINGS, LLC | MEMBER | 是 |
| NBT CAPITAL, LLC | SOLE MEMBER | 是 |
| DAVIDSON LIVING TRUST | MEMBER | 是 |
| DAVIDSON, JAMES, ALAN | TRUSTEE OF DAVIDSON LIVING TRUST | 是 |
| DAVIDSON, JULIA, LOEWY | TRUSTEE OF DAVIDSON LIVING TRUST | 是 |
| DAVIDSON 2004 CHILDREN'S TRUST | MEMBER | 是 |
| DAVIDSON, JAMES, ALAN | TRUSTEE OF DAVIDSON 2004 CHILDREN'S TRUST | 是 |
| DAVIDSON, JULIA, LOEWY | TRUSTEE OF DAVIDSON 2004 CHILDREN'S TRUST | 是 |
| TKT HOLDINGS, LLC | MEMBER | 是 |
| TKT INVESTMENTS, LLC | SOLE MEMBER | 是 |
| O'DONNELL, LEONARD, JEFFREY | SOLE MEMBER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
