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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Applied Finance Advisors LLC
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|---|---|
| CRD # | 140054 |
| SEC # | 801-66461 |
| CIK # | |
| AUM | $1.7 B (2025-03-31) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 210-204-7479 |
| Address | 17806 Ih 10 San Antonio, TX 78257 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 1,653.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 1,653.1 |
| By Discretionary | ||
| Discretionary | 4 | 1,653.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 1,653.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,653.1 | |
| Total | 4 | 1,653.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Advisors Preferred LLC
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|
MD | 1.7 |
|
CAVU Consumer Partners LLC
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|
NY | 1.7 |
|
Caius Capital US LP
✚
|
NY | 1.7 |
|
Emerald Mutual Fund Advisers Trust
✚
|
PA | 1.7 |
|
Sanford C Bernstein & Co LLC
✚
|
TN | 1.6 |
|
Energize Capital LLC
✚
|
IL | 1.6 |
|
North Wall Capital LLP
✚
|
1.6 | |
|
Phoenix Merchant Partners LP
✚
|
NY | 1.6 |
|
ESP Investment Advisors LLC
✚
|
TX | 1.6 |
|
USA Financial Exchange LLC
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|
MI | 1.6 |