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Applied Capital LLC
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CRD # | 128996 |
SEC # | 801-122829 |
CIK # | 0001862965 |
AUM | $233.8 MM (2023-02-16) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 561-690-9955 |
Address | 2900 N Ocean Drive Hollywood, FL 33019 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MCD | 179,584.2 | 1.0 | |
AAPL | 2,382,844.0 | 0.6 | |
MSFT | 1,918,222.4 | 0.4 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 156 | 46.3 |
(b) Individuals (high net worth individuals) | 30 | 55.3 |
(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 | 0 | 0.0 |
(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 | 1 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 388 | 101.7 |
By Discretionary | ||
Discretionary | 388 | 101.7 |
Non-Discretionary | 0 | 0.0 |
Total | 388 | 101.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.4 | |
United States Persons | 101.3 | |
Total | 388 | 101.7 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001862965] |
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