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Applied Capital LLC

● SEC registered since 2021CRD 128996SEC# 801-122829
Export (members)
Reg. AUM
$133M
Employees
1
Accounts
400
Location

Applied Capital LLC assets under management

Applied Capital LLC is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $133 million in regulatory assets under management and employs 1 people.

Applied Capital LLC owners & executives

1 reported
NameTitleOwnershipSince
Lenny Kisin ControlPresident, Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Applied Capital LLC manage?

Applied Capital LLC reports $133 million in regulatory assets under management on its Form ADV.

How many employees does Applied Capital LLC have?

Applied Capital LLC reports 1 employees.

Does Applied Capital LLC disclose fund performance?

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

Contact & registration

Phone561-690-9955
Office hours9a.m.-5p.m.
SEC regionMiami Regional Office (MIRO)
CIK1965393
Discloses disciplinary historyNo

Assets under management

Discretionary$133M
Non-discretionary$0
Total (RAUM)$133M