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| Addicus Advisory LLC
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|---|---|
| CRD # | 282244 |
| SEC # | 801-122401 |
| CIK # | |
| AUM | 221.7 M (2026-06-30) |
| Employees | 35 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 877-294-8658 |
| Address | 333 W Franklin Street Tupelo, MS 38804 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Silver Oak Capital LLC | [2026-06-30] | 13.1 M | 1.4 M |
| Offered $16,000,000 · Filed 2024-01-03 (D) · Exemption 506(c) · Minimum $25,000 · Remaining $2,857,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Brantley Investors LLC | [2025-03-31] | 5.6 M | |
| Offered $5,500,000 · Filed 2024-12-16 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $5,500,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Cedar Mill Investors LLC | [2025-03-31] | 6.5 M | 6.6 M |
| Offered $6,500,000 · Filed 2025-01-16 (D) · Exemption 506(c) · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Edge Hill Investors LLC | [2025-03-31] | 15.2 M | 3.0 M |
| Offered $15,200,000 · Filed 2024-12-19 (D) · Exemption 506(c) · Minimum $25,000 · Remaining $32,592 · Duration One year or less · Commission $354,088 · Revenue Decline to Disclose | ||||
| RE | Pithos Investments LLC | 2025-03-31 | 0.0 M | |
| RE | Taylor Mill Investors LLC | 2025-03-31 | 3.5 M | |
| RE | Ambling IV Investments LLC | [2024-03-29] | 1.7 M | 3.9 M |
| Filed 2025-08-15 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Commission $5,250 · Revenue Decline to Disclose | ||||
| Other | Consortium Energy Fund II LP | [2024-03-29] | 2.8 M | |
| Offered $10,000,000 · Filed 2022-07-05 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $10,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Crescent Flat Investors LLC | [2024-03-29] | 12.8 M | 1.2 M |
| Offered $15,000,000 · Filed 2023-12-12 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $2,178,000 · Duration One year or less · Commission $43,470 · Revenue Decline to Disclose | ||||
| RE | Cypress Vieux Investors LLC | [2024-03-29] | 1.5 M | 14.0 M |
| Offered $6,000,000 · Filed 2024-05-23 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $4,475,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 91 | 115.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 42 | 106.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 133 | 221.7 |
| By Discretionary | ||
| Discretionary | 42 | 106.3 |
| Non-Discretionary | 91 | 115.4 |
| Total | 133 | 221.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.7 | |
| Total | 133 | 221.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Andrew Adams | Executive Officer | 104 | 5 | |
| Timothy Smith | Executive Officer | 63 | 3 | |
| Stephen Miles | Executive Officer | 55 | 3 | |
| Nicholas Brown | Executive Officer | 17 | 3 | |
| Addicus Private Equity LLC | Executive Officer | 11 | 3 | |
| Brian Sak | Executive Officer | 5 | 3 | |
| Rubicon Capital LLC | Director, Executive Officer | 18 | 2 | |
| Granite Harbor Advisors Inc | Executive Officer | 4 | 2 | |
| Jeffords Capital LLC | Executive Officer | 2 | 2 | |
| Dustin Jeffords | Executive Officer | 2 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 116 |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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