Investment adviser · CRD 108278

AFFINITY INVESTMENT ADVISORS, LLC

Investment adviser filing (IA)

NEWPORT BEACH, CA, United States · Form ADV filed Sep 29, 2026

Regulatory AUM: $1.16B
Client accounts: 69
Employees: 6
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Other investment advisers	Fewer than 5	$978,675,882	84.4%
Investment companies	1	$51,226,437	4.4%
Retirement plans	6	$35,296,445	3.0%
Government entities	Fewer than 5	$31,746,501	2.7%
Charities	5	$23,256,503	2.0%
High-net-worth individuals	9	$19,370,280	1.7%
Individuals	42	$18,017,299	1.6%
Corporations & businesses	4	$1,620,052	0.1%

Filing source

Form ADV 2132746 · Sep 29, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

AFFINITY INTERNATIONAL FUND, LPOther Private Fund · Last reported Mar 30, 2016$454KGross asset value

Form D fundraising filings

Affinity International Fund, LP

Fund administrator PIEDMONT FUND SERVICES, INC. HERNDON, Virginia, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BBD LP PHILADELPHIA, Pennsylvania, United States

Custodian INTERACTIVE BROKERS, LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS, LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-2458169685
Reported beneficial owners: 3
Minimum commitment: $250K
Form D file number: 021-232951

Form ADV 989322 · Mar 30, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 29, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

5140 BIRCH STREET, SUITE 300
NEWPORT BEACH, CA, 92660, United States

CRD 108278

Filing source

Form ADV 2132746 · Sep 29, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.