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AFFILIATED PRIVATE INVESTORS LLC
CRD 111545File 801-49946
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$533.7M
Above cohort median (national)
Discretionary AUM
$533.7M
Clients
27
54 accounts
Employees
6
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 21, 1995
- Principal office
- 4512 N. FLAGLER DRIVE, SUITE 201, WEST PALM BEACH, FL, 33407
- Phone
- 5613188710
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $533.7M
- Discretionary AUM
- $533.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 54
- Non-discretionary accounts
- 0
- Total accounts
- 54
- AUM per client
- $19.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 23 | $532.8M |
| Individuals (other than high net worth individuals) | 4 | $871K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.