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Applied Capital LLC

● SEC registered since 2021CRD 128996SEC# 801-122829
Export (members)
Reg. AUM
$157.4M
Employees
2
Accounts
421
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 $157.4 million in regulatory assets under management and employs 2 people.
www.appliedcapitalllc.comView on SEC.gov ↗

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 $157.4 million in regulatory assets under management on its Form ADV.

How many employees does Applied Capital LLC have?

Applied Capital LLC reports 2 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

Regulatory AUM

$157.4M▲ 18%
Jan '25 — $133MFeb '25 — $133MMar '25 — $133MApr '25 — $133MMay '25 — $133MJun '25 — $133MJul '25 — $133MAug '25 — $133MSep '25 — $133MOct '25 — $133MNov '25 — $133MDec '25 — $133MJan '26 — $157.4MFeb '26 — $157.4MMar '26 — $157.4MApr '26 — $157.4MMay '26 — $157.4MJun '26 — $157.4M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$157.4Mregulatory AUM
Discretionary $157.4M