The AFFILIATED PRIVATE INVESTORS LLC is a privately held investment adviser that advises $774.37mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. AFFILIATED PRIVATE INVESTORS LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 3.09% over the last 5-years.
The Group has been registered with the SEC for 30.96 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 4512 N. FLAGLER DRIVE SUITE 201, WEST PALM BEACH, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 2 investment and 4 non-investment staff. The total number of Employees increased by 20% over the last 5-years.
Their $774.37mn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $532.85mn or 68.81% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $240.66mn or 31.08% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Multi Strat, representing 100% and 0% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
AFFILIATED PRIVATE INVESTORS LLC names 3 sub-advisers SOUTHEASTERN ASSET MANAGEMENT INC., TWEEDY, BROWNE COMPANY LLC, VULCAN VALUE PARTNERS LLC to 3 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.