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|
| Affiliated Private Investors LLC
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|
|
|---|---|
| CRD # | 111545 |
| SEC # | 801-49946 |
| CIK # | 0001045823 |
| AUM | $533.7 M (2026-03-30) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 561-318-8710 |
| Address | 4512 N Flagler Drive West Palm Beach, FL 33407 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | API Domestic Value Fund | 2014-03-31 | 45.4 | |
| Other | API Emerging and Growth Markets Fund | 2012-03-30 | 1.0 | |
| Other | API International Core Value Fund | 2012-03-30 | 58.8 | |
| Other | API US Core Value Fund | 2012-03-30 | 46.2 | |
| Other | API Value Growth Fund | 2012-03-30 | 64.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 3.4 |
| (b) Individuals (high net worth individuals) | 19 | 482.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 62 | 486.0 |
| By Discretionary | ||
| Discretionary | 62 | 486.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 62 | 486.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 486.0 | |
| Total | 62 | 486.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001045823] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Triagen Wealth Management LLC
✚
|
CA | 0.5 |
|
Peak Financial Management Inc
✚
|
MA | 0.5 |
|
Mezzasalma Advisors LLC
✚
|
NJ | 0.5 |
|
USA Financial Formulas LLC
✚
|
MI | 0.5 |
|
Morse Asset Management Inc
✚
|
CT | 0.5 |
|
Peirce Capital Management LLC
✚
|
TX | 0.5 |
|
Collective Family Office LLC
✚
|
PA | 0.5 |
|
Argonautica Private Wealth Management Inc
✚
|
MA | 0.5 |
|
Brophy Wealth Management LLC
✚
|
NH | 0.5 |
|
Founders Grove Wealth Partners LLC
✚
|
VA | 0.5 |