AFFILIATED PRIVATE INVESTORS LLC
Adviser information for AFFILIATED PRIVATE INVESTORS LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 65 | $443.2M |
| Non-Discretionary | 2 | $2.8M |
| Total | 67 | $446.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 24 | $31.0M |
| HNW Individuals | 9 | $415.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 38 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-49946 |
|---|---|
| SEC ERA File Number | 801-49946 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111545 |
| Legal Entity Identifier | None |
Principal Office
4512 N. FLAGLER DRIVESUITE 201
WEST PALM BEACH
FL
United States
Monday - Friday, 9:00A 5:00PM
Tel: 5613188710, Fax: 5613188889
Chief Compliance Officer
ADRIENNE GILL
4512 N. FLAGLER DRIVE
SUITE 201
WEST PALM BEACH
FL
United States
Tel:
5613188710
Fax:
5613188889
A****@*********T
(Full email address available in API data)
Regulatory Contact
ADRIENNE GILL
ASSOCIATE
4512 N. FLAGLER DRIVE
SUITE 201
WEST PALM BEACH
FL
United States
Tel:
5613188710
Fax:
5613188889
A****@*********T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| API DOMESTIC VALUE FUND | LLC | $40.4M | $0.0M | 26 |
| API EMERGING AND GROWTH MARKETS FUND | LLC | $13.5M | $0.0M | 27 |
| API INTERNATIONAL CORE VALUE FUND | LLC | $64.1M | $0.0M | 36 |
| API US CORE VALUE FUND | LLC | $38.3M | $0.0M | 15 |
| API VALUE GROWTH FUND | LLC | $62.4M | $0.0M | 27 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCNALLY, BRIAN, JOHN | Individual | – | PRESIDENT | 12/1994 | 50-75% |
| GILL, ADRIENNE, MARY | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2005 | < 5% |
| HORVEI, KRISTIAN, JOHN | Individual | – | DIRECT INVESTMENT OFFICER | 12/2014 | < 5% |