| Name | Title | Ownership | Since |
|---|---|---|---|
| Apricity Holding Company LLC Control | Owner | Over 75% | 2024 |
| Lindsey Marie Cruz Control | President And Chief Compliance Officer | Under 5% | 2024 |
| Michael Scott Berry Control | Principal | Under 5% | 2024 |
Apricity Financial, LLC reports $108.8 million in regulatory assets under management on its Form ADV.
Apricity Financial, LLC reports 5 employees.
Apricity Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 855-449-7100 |
| Fax | 203-304-6369 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $86.8M |
| Non-discretionary | $22M |
| Total (RAUM) | $108.8M |