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| Applied Finance Advisors LLC
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| |
|---|---|
| CRD # | 140054 |
| SEC # | 801-66461 |
| CIK # | |
| AUM | $1.3 BB (2024-03-30) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 210-204-7479 |
| Address | 17806 Ih 10 San Antonio, TX 78257 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| 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) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 1,304.2 |
| (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 | 4 | 1,304.2 |
| By Discretionary | ||
| Discretionary | 4 | 1,304.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 1,304.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,304.2 | |
| Total | 4 | 1,304.2 |
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|---|---|---|
|
Cross Creek Advisors LLC
✚
|
UT | 1.3 |
|
KKR Registered Advisor LLC
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|
NY | 1.3 |
|
Ranger Global Real Estate Advisors LLC
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NY | 1.3 |
|
AXS Investments LLC
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NY | 1.3 |
|
CS Capital Management Inc
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CA | 1.3 |
|
Cipher Capital LP
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NY | 1.3 |
|
Bennbridge Ltd
✚
|
1.3 | |
|
Equitable Investment Management LLC
✚
|
NY | 1.3 |
|
TVL Management Corporation
✚
|
CA | 1.3 |
|
Commonwealth Credit Advisors LLC
✚
|
FL | 1.3 |