AFFILIATED PRIVATE INVESTORS LLC
CRD #111545 SEC #801-49946 WEST PALM BEACH, FL 5613188710
SEC Registered Private Funds
Total AUM
$486M
Discretionary
$486M
Employees
6
Clients
25
Accounts
62
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $486M | $486M | $0 | 6 | 38 |
| Mar 2024 | $446M | $443.2M | $2.8M | 6 | 38 |
| Mar 2023 | $420.6M | $409.3M | $11.3M | 6 | 38 |
| Mar 2022 | $580.4M | $580.4M | $0 | 5 | 46 |
| May 2021 | $509.3M | $497.2M | $12.2M | 5 | 53 |
| May 2021 | $509.3M | $497.2M | $12.2M | 5 | 53 |
| May 2021 | $509.3M | $497.2M | $12.2M | 5 | 53 |
| Mar 2021 | $509.3M | $497.2M | $12.2M | 5 | 53 |
| Mar 2020 | $672.6M | $672.6M | $0 | 6 | 33 |
| Jul 2019 | $600.5M | $600.5M | $0 | 8 | 33 |
| Mar 2019 | $600.5M | $600.5M | $0 | 8 | 33 |
| Mar 2018 | $955.6M | $955.6M | $0 | 5 | 21 |
| Dec 2017 | $904M | $904M | $0 | 5 | 21 |
| Mar 2017 | $904M | $904M | $0 | 5 | 11 |
| Mar 2016 | $841.1M | $841.1M | $0 | 3 | 11 |
| Mar 2015 | $864.5M | $849.7M | $14.8M | 5 | 11 |
| Mar 2014 | $833M | $833M | $0 | 4 | 11 |
| Apr 2013 | $739.8M | $739.8M | $0 | 6 | 11 |
| Mar 2012 | $887M | $801M | $86M | 6 | 11 |
| Mar 2011 | $744.9M | $647.9M | $97M | 10 | -- |
| Nov 2007 | $699.9M | $516.1M | $183.8M | 5 | -- |
| Jan 2006 | $667.1M | $592.6M | $74.5M | 5 | -- |
| Oct 2005 | $667.1M | $592.6M | $74.5M | 5 | -- |
| Feb 2005 | $667.1M | $592.6M | $74.5M | 5 | -- |
| Mar 2004 | $396.8M | $396.8M | $0 | 5 | -- |
| Oct 2001 | $370M | $370M | $0 | 5 | -- |
DateMar 2025
Total AUM$486M
Discretionary$486M
Non-Disc.$0
Employees6
Clients38
DateMar 2024
Total AUM$446M
Discretionary$443.2M
Non-Disc.$2.8M
Employees6
Clients38
DateMar 2023
Total AUM$420.6M
Discretionary$409.3M
Non-Disc.$11.3M
Employees6
Clients38
DateMar 2022
Total AUM$580.4M
Discretionary$580.4M
Non-Disc.$0
Employees5
Clients46
DateMay 2021
Total AUM$509.3M
Discretionary$497.2M
Non-Disc.$12.2M
Employees5
Clients53
DateMay 2021
Total AUM$509.3M
Discretionary$497.2M
Non-Disc.$12.2M
Employees5
Clients53
DateMay 2021
Total AUM$509.3M
Discretionary$497.2M
Non-Disc.$12.2M
Employees5
Clients53
DateMar 2021
Total AUM$509.3M
Discretionary$497.2M
Non-Disc.$12.2M
Employees5
Clients53
DateMar 2020
Total AUM$672.6M
Discretionary$672.6M
Non-Disc.$0
Employees6
Clients33
DateJul 2019
Total AUM$600.5M
Discretionary$600.5M
Non-Disc.$0
Employees8
Clients33
DateMar 2019
Total AUM$600.5M
Discretionary$600.5M
Non-Disc.$0
Employees8
Clients33
DateMar 2018
Total AUM$955.6M
Discretionary$955.6M
Non-Disc.$0
Employees5
Clients21
DateDec 2017
Total AUM$904M
Discretionary$904M
Non-Disc.$0
Employees5
Clients21
DateMar 2017
Total AUM$904M
Discretionary$904M
Non-Disc.$0
Employees5
Clients11
DateMar 2016
Total AUM$841.1M
Discretionary$841.1M
Non-Disc.$0
Employees3
Clients11
DateMar 2015
Total AUM$864.5M
Discretionary$849.7M
Non-Disc.$14.8M
Employees5
Clients11
DateMar 2014
Total AUM$833M
Discretionary$833M
Non-Disc.$0
Employees4
Clients11
DateApr 2013
Total AUM$739.8M
Discretionary$739.8M
Non-Disc.$0
Employees6
Clients11
DateMar 2012
Total AUM$887M
Discretionary$801M
Non-Disc.$86M
Employees6
Clients11
DateMar 2011
Total AUM$744.9M
Discretionary$647.9M
Non-Disc.$97M
Employees10
Clients--
DateNov 2007
Total AUM$699.9M
Discretionary$516.1M
Non-Disc.$183.8M
Employees5
Clients--
DateJan 2006
Total AUM$667.1M
Discretionary$592.6M
Non-Disc.$74.5M
Employees5
Clients--
DateOct 2005
Total AUM$667.1M
Discretionary$592.6M
Non-Disc.$74.5M
Employees5
Clients--
DateFeb 2005
Total AUM$667.1M
Discretionary$592.6M
Non-Disc.$74.5M
Employees5
Clients--
DateMar 2004
Total AUM$396.8M
Discretionary$396.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$370M
Discretionary$370M
Non-Disc.$0
Employees5
Clients--