AFFILIATED PRIVATE INVESTORS LLC

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 03/26/2024
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 2
Registration SEC, Approved, 08/21/1995
AUM* 445,971,492 6.04%
of that, discretionary 443,169,967 8.27%
Private Fund GAV* 218,701,352 14.74%
Avg Account Size 6,656,291 21.86%
% High Net Worth 27.27% 3.64%
SMA’s Yes
Private Funds 5
Contact Info 561 xxxxxxx

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

Discretionary
Non-discretionary
956M 819M 683M 546M 410M 273M 137M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count5 GAV$218,701,352

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser CHANNING GLOBAL ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund25.5m Total Private Fund GAV25.5m AUM553.4m #Funds1
Adviser CPC MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund454.2m Total Private Fund GAV454.2m AUM454.2m #Funds1
Adviser COLUMBIA RIVER ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund649.1k Total Private Fund GAV649.1k AUM471.9m #Funds1
Adviser LOOM CAPITAL MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund63.6m Total Private Fund GAV63.6m AUM443.1m #Funds7
Adviser SQN CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund21.3m Total Private Fund GAV21.3m AUM282.1m #Funds2
Adviser ROSE CAPITAL ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM543.2m #Funds1
Adviser PRMIM Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund707.6m Total Private Fund GAV707.6m AUM707.6m #Funds1
Adviser SATOR GROVE MANAGEMENT COMPANY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund416.8m Total Private Fund GAV416.8m AUM448.3m #Funds2
Adviser 337 FRONTIER CAPITAL, LP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund490.9m Total Private Fund GAV490.9m AUM512.6m #Funds3
Adviser CONSILIUM INVESTMENT MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund447.0m Total Private Fund GAV447.0m AUM472.3m #Funds2