AFFILIATED PRIVATE INVESTORS LLC

other names
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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, 08/21/1995
AUM* 445,971,492 6.04%
of that, discretionary 443,169,967 8.27%
Private Fund GAV* 218,701,352
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)

Reported AUM

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

Private Funds

Employees

Private Funds Structure

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

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