|
⚲
|
| Keyboard |
| Applied Quantitative Investments LLC
✚
|
|
|---|---|
| CRD # | 339159 |
| SEC # | 801-135052 |
| CIK # | |
| AUM | 107.9 M (2026-06-05) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 303-708-1640 |
| Address | 10465 Park Meadows Drive Lone Tree, CO 80124 |
| 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 | 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 | 107.9 |
| (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 | 66 | 107.9 |
| By Discretionary | ||
| Discretionary | 66 | 107.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 66 | 107.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.9 | |
| Total | 66 | 107.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Jlens
✚
|
NY | 183.3 M |
|
Spear Advisors LLC
✚
|
181.3 M | |
|
Marketdesk Indices LLC
✚
|
151.6 M | |
|
Institutional Investment Consulting
✚
|
MI | 125.0 M |
|
LRH Capital Advising LLC
✚
|
TX | 113.9 M |
|
2Xideas US Inc
✚
|
NY | 79.7 M |
|
Variant Perception LLC
✚
|
NC | 31.9 M |
|
CBIZ Financial Solutions Inc
✚
|
OH | 8.9 M |
|
Ned Davis Research Inc
✚
|
FL | 2.2 M |
|
Perpetuity Asset Management Inc
✚
|