|
⚲
|
| Affiliated Private Investors LLC
✚
|
|
|---|---|
| CRD # | 111545 |
| SEC # | 801-49946 |
| CIK # | 0001045823 |
| AUM | $420.6 MM (2023-03-31) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 561-318-8710 |
| Address | 4512 N Flagler Drive West Palm Beach, FL 33407 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | API Domestic Value Fund | 2014-03-31 | 30.3 | |
| Other | API Emerging and Growth Markets Fund | 2012-03-30 | 11.9 | |
| Other | API International Core Value Fund | 2012-03-30 | 60.1 | |
| Other | API US Core Value Fund | 2012-03-30 | 35.3 | |
| Other | API Value Growth Fund | 2012-03-30 | 53.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 73.2 |
| (b) Individuals (high net worth individuals) | 10 | 347.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 77 | 420.6 |
| By Discretionary | ||
| Discretionary | 56 | 409.3 |
| Non-Discretionary | 21 | 11.3 |
| Total | 77 | 420.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 420.6 | |
| Total | 77 | 420.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001045823] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Prairie Wealth Advisors Inc
✚
|
NE | 0.4 |
|
Pinnacle Financial Group LLC
✚
|
IL | 0.4 |
|
Briggs Advisory Group Inc
✚
|
RI | 0.4 |
|
Keel Capital AB
✚
|
0.4 | |
|
Silverlake Wealth Management LLC
✚
|
VT | 0.4 |
|
Mattern Wealth Management LLC
✚
|
KS | 0.4 |
|
IWP Wealth PCA LLC
✚
|
CO | 0.4 |
|
RPG Family Wealth Advisory LLC
✚
|
MA | 0.4 |
|
ARQ Wealth Advisors LLC
✚
|
AZ | 0.4 |
|
Laurus Investment Counsel Inc
✚
|
0.4 |