Applied Derivative Research LLC

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Assets, Funds, Holdings

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Applied Derivative Research LLC
CRD #312490
SEC #801-120339
CIK #
AUM $0.1 MM (2023-11-10)
Employees
Phone646-520-6882
Address533 Casey Ln
Rockville, MD 20850
Source [IAPD] [Website]
Total AUM ($MM)
170136102683402010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 2 0.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 5 0.1
By Discretionary
Discretionary 5 0.1
Non-Discretionary 0 0.0
Total 5 0.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.1
Total 5 0.1
Comparable Firms State AUM ($BB)
The Affinity Group LLC
NY 0.0
Accelar Inc
CA 0.0
Karner Blue Capital LLC
MD 0.0
NPW Inc
0.0
Omega Advisers LLC
0.0
SOLO K Wealth LLC
AZ 0.0
Investment Cards RIA LLC
DE 0.0
Taiko Private Wealth
IL 0.0
Fiduciary Services Inc
CA 0.0
Terrafirma Wealth Partners LLC
CA 0.0
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