# Affiliated Private Investors LLC

> Affiliated Private Investors LLC is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 1995, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 111545
- Filed as: AFFILIATED PRIVATE INVESTORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111545
- AdvisorCensus page: https://advisorcensus.com/firm/affiliated-private-investors-llc-west-palm-beach-fl-111545

## Quick answers

**How is Affiliated Private Investors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Affiliated Private Investors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Affiliated Private Investors LLC located?**
Affiliated Private Investors LLC's principal office is in West Palm Beach, FL, according to its Form ADV.

**Is Affiliated Private Investors LLC registered with the SEC or a state?**
Affiliated Private Investors LLC is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 111545.

**How much does Affiliated Private Investors LLC manage?**
Affiliated Private Investors LLC reports $533,716,823 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Affiliated Private Investors LLC's assets and staff changed since 2021?**
In the Form ADV data for Affiliated Private Investors LLC: Regulatory assets under management: $509,339,950 in the October 2021 data and $533,716,823 in the October 2026 data, up 5%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Affiliated Private Investors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (4).

**Does Affiliated Private Investors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111545

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $533,716,823
- Discretionary: $533,716,823
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $871,373 |
| High net worth individuals | 23 | $532,845,450 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1995 (31 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $509,339,950 | 5 | May 19, 2021 |
| October 2022 | $580,416,933 | 5 | March 30, 2022 |
| October 2023 | $420,588,015 | 6 | March 31, 2023 |
| October 2024 | $445,971,492 | 6 | March 26, 2024 |
| October 2025 | $485,995,224 | 6 | March 31, 2025 |
| October 2026 | $533,716,823 | 6 | March 30, 2026 |

Regulatory assets under management: $509,339,950 in the October 2021 data and $533,716,823 in the October 2026 data, up 5%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Affiliated Private Investors LLC (CRD 111545): Form ADV filing data as of October 2026.