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SEC Form ADV

AFFILIATED PRIVATE INVESTORS LLC

Firm profile: Affiliated Private Investors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL
$533.7M
Assets Under Management
54
Total Clients
6
Employees
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Registration Details

Accession
CRD-111545
Location
WEST PALM BEACH, FL
Filing Date
March 30, 2026
AUM
$533.7M
Total Clients
54
Employees
6
Amendment
No
SEC EDGAR
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Client Types

IndividualsHNW Individuals

Private Funds

5 private funds reported on Form ADV Schedule D 7.B.1, $240.7M in combined gross assets.

  • API VALUE GROWTH FUNDOther Private Fund$71.1M
  • API INTERNATIONAL CORE VALUE FUNDOther Private Fund$67.2M
  • API US CORE VALUE FUNDOther Private Fund$54.7M
  • API DOMESTIC VALUE FUNDOther Private Fund$47.7M
  • API EMERGING AND GROWTH MARKETS FUNDOther Private Fund$6K

About this Adviser

AFFILIATED PRIVATE INVESTORS LLC is a registered investment adviser headquartered in WEST PALM BEACH, FL, managing approximately $533.7M in assets across 54 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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