WEST PALM BEACH, FLCRD 111545Latest ADV March 30, 2026
Affiliated Private Investors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Palm Beach, FL. Its latest Form ADV filing, dated March 30, 2026, reports $534M in regulatory assets under management, 6 employees, and 54 accounts.
Assets Under Management
$534M
Employees
6
Offices
--
Total Clients
27
Primary office
WEST PALM BEACH, FL
4512 N. FLAGLER DRIVE, SUITE 201, WEST PALM BEACH, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.2% of total clients.
Top client categories% of clientsClients
1
HNWI
85.2%
23
2
Individuals
14.8%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$534Mas of March 30, 2026
Discretionary100.0%
$534M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$534M
Total Accounts54
10Y AUM Change$-370M (-41.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee5:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.