AFFILIATED PRIVATE INVESTORS LLC

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Adviser Profile
As of Date 03/26/2024
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 2
Registration SEC, Approved, 8/21/1995
AUM* 445,971,492 6.04%
of that, discretionary 443,169,967 8.27%
Private Fund GAV* 218,701,352 14.74%
Avg Account Size 6,656,291 21.86%
% High Net Worth 27.27% 3.64%
SMA’s Yes
Private Funds 5
Contact Info 561 xxxxxxx

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

Discretionary
Non-discretionary
956M 819M 683M 546M 410M 273M 137M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count5 GAV$218,701,352

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