Affiliated Private Investors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year. The firm advises 5 private funds.
Affiliated Private Investors reports 27 clients. They include 23 high-net-worth individuals and 4 individual clients. Of its assets, 100.0% ($534M across 54 accounts) are managed with discretion. It advised 27 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 15% | <1% |
| High-net-worth individuals | 85% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 4 | $871K | 0.2% | $218K |
| High-net-worth individuals | 23 | $533M | 99.8% | $23.2M |
| Total | 27 | $534M | 100% | $19.8M |
- Clients
- 4
- Regulatory AUM
- $871K
- AUM share
- 0.2%
- Avg. per client
- $218K
- Clients
- 23
- Regulatory AUM
- $533M
- AUM share
- 99.8%
- Avg. per client
- $23.2M
Total
- Clients
- 27
- Regulatory AUM
- $534M
- AUM share
- 100%
- Avg. per client
- $19.8M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 27
- Private funds advised
- 5
- Financial planning clients last fiscal year
- 11–25
Affiliated Private Investors charges 0.50% for its Flat Management Fee. The brochure does not state whether the rate is annual. The whole portfolio is charged at the rate of its band. The fee is billed in advance.
| Asset band | Rate (period not stated) |
|---|---|
| $0 and above | 0.50% |
Fee details and sources
Brian McNally owns 50% to 75% of Affiliated Private Investors. The leadership team of Affiliated Private Investors includes President Brian McNally and Chief Compliance Officer Adrienne Gill. It has 6 employees, 2 of them in advisory roles.
Leadership
- Brian McNallyPresident
- Adrienne GillChief Compliance Officer
- Kristian HorveiDirect Investment Officer
Staff
- 6 employees
- 2 in advisory functions
- 1 state-registered rep
- Owns 50% to 75% of Affiliated Private Investors LLC
Brian McNally
Control person · since December 1994
Affiliated Private Investors’ regulatory assets went from $509M (May 2021) to $534M (March 2026); clients fell from 51 to 27 and employees rose from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $534M | 27 | 6 | 1 |
| March 2025 | $486M | 30 | 6 | 1 |
| March 2024 | $446M | 33 | 6 | 1 |
| March 2023 | $421M | 38 | 6 | 1 |
| March 2022 | $580M | 51 | 5 | 1 |
| May 2021 | $509M | 51 | 5 | 1 |
Besides its headquarters, Affiliated Private Investors has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 4512 N. Flagler Drive, Suite 201, West Palm BeachHQ
Contact and registration details
- Legal name
- Affiliated Private Investors LLC
- Headquarters
- 4512 N. Flagler Drive, Suite 201, West Palm Beach, FL 33407
- Website
- Not reported
- Phone
- 561-318-8710
- SEC file
- 801-49946
- Structure
- Delaware LLC
- Fiscal year end
- December
Affiliated Private Investors does not have custody of client assets.
At year end, Affiliated Private Investors’ separately managed accounts were mostly in stocks (95%).
What the accounts hold
- Stocks95%
- Cash5%
How many clients does Affiliated Private Investors have?
Affiliated Private Investors has 27 clients and manages $534 million for them, as of March 2026. They include 23 high-net-worth individuals and 4 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Affiliated Private Investors offer?
Affiliated Private Investors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Affiliated Private Investors charge?
Affiliated Private Investors charges 0.50% for its Flat Management Fee. The brochure does not state whether the rate is annual. The whole portfolio is charged at the rate of its band. The fee is billed in advance.
Source: AFFILIATED PRIVATE INVESTORS, LLC, filed 30 March 2026
How many financial advisors does Affiliated Private Investors have?
Affiliated Private Investors has 1 investment adviser representative registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Affiliated Private Investors invest in?
At the end of its last fiscal year, Affiliated Private Investors’ separately managed accounts held 95% exchange-traded equities and 5% cash and equivalents. It advises 5 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Affiliated Private Investors?
Affiliated Private Investors’ direct owner is Brian McNally (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Affiliated Private Investors get paid?
Affiliated Private Investors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Affiliated Private Investors registered with the SEC?
Yes, Affiliated Private Investors has been registered with the SEC as an investment adviser since 21 August 1995. Its CRD number is 111545 and its SEC file number is 801-49946.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Affiliated Private Investors?
Affiliated Private Investors’ main office is at 4512 N. Flagler Drive, Suite 201, West Palm Beach, FL 33407. Its phone number is 561-318-8710.