|
⚲
|
| Apricity Financial LLC
✚
|
|
|---|---|
| CRD # | 330201 |
| SEC # | 801-134856 |
| CIK # | |
| AUM | $110.8 M (2026-03-30) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 855-449-7100 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Strata Opportunity Zone Fund II LLC | 2026-03-30 | 0.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 20.2 |
| (b) Individuals (high net worth individuals) | 33 | 74.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 16.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 182 | 110.8 |
| By Discretionary | ||
| Discretionary | 168 | 87.8 |
| Non-Discretionary | 14 | 23.0 |
| Total | 182 | 110.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 110.5 | |
| Total | 182 | 110.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Olive Street Capital Partners LLC
✚
|
CA | 0.2 |
|
Freedom Family Office LLC
✚
|
0.2 | |
|
Lanier Asset Management LLC
✚
|
KY | 0.1 |
|
Vericrest Private Wealth LLC
✚
|
PA | 0.1 |
|
Alder Point Capital Management LLC
✚
|
CO | 0.1 |
|
Steward Capital Management Inc
✚
|
MI | 0.1 |
|
Seraph Capital Associates LLC
✚
|
OK | 0.1 |
|
Prosper Wealth Solutions LLC
✚
|
UT | 0.1 |
|
Hafele Investments Inc
✚
|
KY | 0.1 |
|
Sahara Investment Group LLC
✚
|
NV | 0.1 |