AFFILIATED PRIVATE INVESTORS LLC

Overview

Affiliated Private Investors LLC is an independent registered investment adviser that has operated since the mid-1990s and focuses on high-net-worth individuals and families. The firm functions as a capital allocator and provides a mix of financial planning and discretionary portfolio management, including management of pooled investment vehicles and the selection of external advisers. Its advisory mandate combines fee models tied to a percentage of assets under management with fixed-fee arrangements. Investment activity centers on equity exposure: the firm shows a pronounced preference for exchange-traded equities and structures portfolios to reflect that bias. It is not positioned as an active ESG investor and, by registration profile, is not a multi-state adviser. The firm also sponsors and manages pooled vehicles, indicating a dual role as both adviser and sponsor/manager of alternative investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices