{"url":"https://nivawealth.com/firms/affiliated-private-investors-111545","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111545","regulatoryAum":533716823,"crd":"111545","history":[{"filedOn":"2021-05-19","regulatoryAum":509339950,"clients":51,"employees":5,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":580416933,"clients":51,"employees":5,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":420588015,"clients":38,"employees":6,"offices":1},{"filedOn":"2024-03-26","regulatoryAum":445971492,"clients":33,"employees":6,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":485995224,"clients":30,"employees":6,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":533716823,"clients":27,"employees":6,"offices":1}],"secFileNumber":"801-49946","legalName":"Affiliated Private Investors LLC","displayName":"Affiliated Private Investors","slug":"affiliated-private-investors-111545","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4512 N. Flagler Drive, Suite 201","city":"West Palm Beach","state":"FL","stateName":"Florida","country":"United States","postalCode":"33407"},"tradeNames":[],"registration":{"secApproved":"21 August 1995","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":19767289.740740743,"staff":{"employees":6,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":533716823,"discretionary":533716823,"discretionaryAccounts":54,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":27},"clientTypes":[{"label":"Individuals (other than HNW)","clients":4,"regulatoryAum":871373},{"label":"High-net-worth individuals","clients":23,"regulatoryAum":532845450}],"feePrograms":[{"role":"main","program":"Flat Management Fee","feeBasis":"whole_balance","fee_tiers":[{"to":null,"pct":0.5,"from":0}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032464","versionId":1032464,"ratePeriod":"not_stated","fee_billing":"advance","submittedOn":"2026-03-30","documentName":"AFFILIATED PRIVATE INVESTORS, LLC","fee_rate_low":0.5,"fee_rate_high":0.5,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:28:43.218494+00:00","documents":[{"name":"AFFILIATED PRIVATE INVESTORS, LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032464","versionId":1032464,"submittedOn":"2026-03-30"}]},"custodians":[],"custodyNote":"Affiliated Private Investors does not have custody of client assets.","leadership":[{"name":"Brian McNally","title":"President","crd":"1096362"},{"name":"Adrienne Gill","title":"Chief Compliance Officer","crd":"4438365"},{"name":"Kristian Horvei","title":"Direct Investment Officer","crd":"6247445"}],"ownership":[{"label":"Brian McNally","detail":"President in the 50% to 75% ownership band and a control person, since December 1994."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"4512 N. Flagler Drive, Suite 201","city":"West Palm Beach","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"561-318-8710","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":95},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":5},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111545/PDF/111545.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032464","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Affiliated Private Investors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Affiliated Private Investors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Affiliated Private Investors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Affiliated Private Investors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Affiliated Private Investors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Affiliated Private Investors?","answer":"Affiliated Private Investors’ direct owner is Brian McNally (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Affiliated Private Investors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Affiliated Private Investors registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Affiliated Private Investors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}