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Affiliated Private Investors, LLC
Multifamily office listing in West Palm Beach, Florida, United States.
- SEC-registered
- Regulatory AUM
- $534 million
- Employees
- 6
- Clients
- 11-25
- SEC CRD
- 111545
Affiliated Private Investors LLC is a private investment company and SEC registered investment adviser based in West Palm Beach, Florida.1245
Overview
The firm operates from one office in West Palm Beach, Florida.24 It advises private investors, family offices, and foundations.4 The firm’s legal name filed with the SEC is AFFILIATED PRIVATE INVESTORS LLC.1 Its SEC registration became effective on August 21, 1995.2
History
Affiliated Private Investors says it was founded in 1995.4 The firm states that many clients have been with it for decades.4
Leadership
Florida corporate record data lists Brian J. McNally as manager of Affiliated Private Investors LLC.7
Services
The firm’s listed services include family office services, financial planning, custom asset allocation, and manager selection.4 Its investment activities include private and direct equity investments.4 The firm also lists investment research and diligence among its capabilities.4 It says that it advises on governance.4
SEC records describe advisory activities that include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers.2 Reported compensation types include a percentage of assets under management and fixed fees.3
What the firm offers
- Investment management
- Financial planning
- Philanthropy
- Family governance and education
Client focus
The firm says it advises private investors, family offices, and foundations.4 SEC records report four clients who are individuals other than high net worth individuals, with $871,373 in assets, and 23 high net worth individual clients, with $532,845,450 in assets, as of March 30, 2026.3
Investment philosophy and approach
The firm says its mission is to provide capabilities, a network, and a rigorous approach to support client decision making.4 Form CRS states that client counseling considers personal financial requirements, net worth, tax considerations, and estate planning desires.5 The firm states that it monitors client accounts daily and uses investment discretion in managing client accounts.5
Assets and minimums
The firm reported regulatory assets under management of $533,716,823, all of which were discretionary, as of March 30, 2026.2 It reported six private funds with private fund gross asset value of $240,657,308 as of that date.2 Form CRS states that account minimums are determined case by case.5 It states an annual fee of 0.5% on mutually agreed assets under management, paid quarterly at 0.125% per quarter.5
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $841 million | $841 million | $0 |
| 2017 | $904 million | $904 million | $0 |
| 2018 | $956 million | $956 million | $0 |
| 2019 | $600 million | $600 million | $0 |
| 2020 | $673 million | $673 million | $0 |
| 2021 | $509 million | $497 million | $12 million |
| 2022 | $580 million | $580 million | $0 |
| 2023 | $421 million | $409 million | $11 million |
| 2025 | $486 million | $486 million | $0 |
| 2026 | $534 million | $534 million | $0 |
| Year | Average AUM per client |
|---|---|
| 2018 | $46 million |
| 2019 | $13 million |
| 2020 | $20 million |
| 2021 | $10 million |
| 2022 | $11 million |
| 2023 | $11 million |
| 2025 | $16 million |
| 2026 | $20 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 4 |
| High net worth individuals | 23 |
| Year | Employees |
|---|---|
| 2016 | 3 |
| 2017 | 5 |
| 2018 | 5 |
| 2019 | 8 |
| 2020 | 6 |
| 2021 | 5 |
| 2022 | 5 |
| 2023 | 6 |
| 2025 | 6 |
| 2026 | 6 |
Ranks #16 of 23 SEC-registered firms in FL on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 111545. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
When was Affiliated Private Investors founded?
The firm says it was founded in 1995, and its SEC registration became effective on August 21, 1995.24
Who does Affiliated Private Investors advise?
The firm says it advises private investors, family offices, and foundations.4 SEC records also report individual and high net worth individual clients.3
What services does the firm provide?
Its listed services include family office services, financial planning, custom asset allocation, manager selection, private and direct equity investments, investment research, diligence, and governance advice.4
Related resources
- LocationMultifamily offices in West Palm Beach
This West Palm Beach directory helps a prospective client place Affiliated Private Investors LLC within the area's private wealth advisory market. Use nearby firm listings to compare service menus, client focus, office locations, and questions to ask about investment management, financial planning, philanthropy, and family governance.
- GuideMultifamily office services
This overview explains the range of services multifamily offices may provide, giving readers a framework for reviewing Affiliated Private Investors LLC's stated work. It can help a family or business owner separate investment management from planning, philanthropy, family governance, and education when preparing an initial discussion.
- Network siteFamilyOffices.com
FamilyOffices.com offers resources and a community for single family offices and wealthy families. A reader considering a West Palm Beach adviser can use those discussions to frame questions about family education, governance, philanthropic priorities, and how outside investment management might fit existing advisers.
- GuideHow multifamily offices invest
This page describes ways multifamily offices may allocate capital, helping readers prepare specific questions about objectives, liquidity, risk, diversification, and oversight. Those topics can support a conversation with Affiliated Private Investors LLC about how investment management relates to broader planning for a family or business owner.
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Legacy Family Office, LLCProfiles of ELEMENT POINTE ADVISORS, LLC, Element Pointe Family Office, and Legacy Family Office, LLC provide comparison points among firms listed on this site. Reviewing their stated services, locations, and approaches can help someone decide which questions to bring to Affiliated Private Investors LLC in West Palm Beach.
Sources
- SEC Form ADV , accessed October 23, 2026.
- IAPD derived adviser record , as of March 30, 2026.
- SEC IAPD merge record , as of March 30, 2026.
- Affiliated Private Investors website , accessed October 23, 2026.
- Form CRS , accessed October 23, 2026.
- Florida entity record mirror , accessed October 23, 2026.
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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