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Apforia Ltd

● SEC registered since 2023CRD 327176SEC# 801-128361Virginia Beach, VA
Export (members)
Reg. AUM
$96.3M
Employees
9
Accounts
959
Location
Virginia Beach, VA

Apforia Ltd assets under management

Apforia Ltd is an SEC-registered investment adviser based in Virginia Beach, VA. The firm has been registered since 2023. It reports $96.3 million in regulatory assets under management and employs 9 people.

Apforia Ltd owners & executives

3 reported
NameTitleOwnershipSince
Adrienne Gail Ross ControlInvestment Adviser Representative25-50%2023
Paul David Allen ControlChief Compliance Officer25-50%2023
Sean C Gillespie ControlInvestment Adviser Representative25-50%2023

Frequently asked questions

How much does Apforia Ltd manage?

Apforia Ltd reports $96.3 million in regulatory assets under management on its Form ADV.

How many employees does Apforia Ltd have?

Apforia Ltd reports 9 employees.

Where is Apforia Ltd located?

Apforia Ltd is based in Virginia Beach, VA and has been SEC-registered since 2023.

Does Apforia Ltd disclose fund performance?

Apforia Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address582 Lynnhaven Parkway, Ste 101, Virginia Beach, VA 23452
Phone(833) 780-2487
Office hoursBy Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$94.1M
Non-discretionary$2.3M
Total (RAUM)$96.3M