Applied Capital LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Applied Capital LLC
CRD #166175
SEC #801-115146
CIK #0001862965
AUM $286.6 MM (2024-07-18)
Employees 10 (70% Investors, 0% Brokers)
Phone501-500-0890
Address415 N Mckinley Street
Little Rock, AR 72205
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
4003202401608002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 647 141.2
(b) Individuals (high net worth individuals) 74 145.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2,255 286.6
By Discretionary
Discretionary 2,255 286.6
Non-Discretionary 0 0.0
Total 2,255 286.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 286.6
Total 2,255 286.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001862965]
Comparable Firms State AUM ($BB)
Mokosak Advisory Group LLC
IA 0.3
BAC Capital Advisors LLC
WA 0.3
Philip Vongontard CFA LLC
MO 0.3
Perennial Advisors Group LLC
MA 0.3
Three Bearings Fiduciary Advisors Inc
NH 0.3
Legacy Bridge LLC
IA 0.3
Professional Financial Solutions LLC
VA 0.3
Ted Buchan & Company LLC
CA 0.3
Prudent Man Investment Management Inc
CO 0.3
RPS Advisory Solutions LLC
KY 0.3
Terms | Privacy | Guide
tony@aum13f.com