Affiliated Private Investors Llc
- Regulatory AUM
- $534M
- Discretionary
- $534M
- Clients
- 27
- Avg AUM / client
- $19.8M
- Accounts
- 54
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $871K | 0.16% |
| High net worth individuals | 23 | $533M | 99.8% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $219M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Api International Core Value Fund | Other Private Fund | Delaware | $64.1M | 36 |
| Api Value Growth Fund | Other Private Fund | Delaware | $62.4M | 27 |
| Api Domestic Value Fund | Other Private Fund | Delaware | $40.4M | 26 |
| Api Us Core Value Fund | Other Private Fund | Delaware | $38.3M | 15 |
| Api Emerging And Growth Markets Fund | Other Private Fund | Delaware | $13.5M | 27 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mcnally, Brian, John | President | Dec 1994 (32y) | 50% – 75% | |
| Gill, Adrienne, Mary | Chief Compliance Officer | Jun 2005 (21y) | Less than 5% | |
| Horvei, Kristian, John | Direct Investment Officer | Dec 2014 (12y) | Less than 5% |
Undisclosed: 15% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $219M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Api International Core Value Fund | Other Private Fund | $64.1M | $5.0K | 36 |
| Api Value Growth Fund | Other Private Fund | $62.4M | $10.0K | 27 |
| Api Domestic Value Fund | Other Private Fund | $40.4M | $5.0K | 26 |
| Api Us Core Value Fund | Other Private Fund | $38.3M | $1.0K | 15 |
| Api Emerging And Growth Markets Fund | Other Private Fund | $13.5M | $10.0K | 27 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗