Apricity Financial, LLC
● SEC registered since 2025CRD 330201SEC# 801-134856
Ranks #5,659 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$110.8M
Fund GAV
—
Private funds
1
Employees
6
Accounts
182
Location
—
Apricity Financial, LLC assets under management
Apricity Financial, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $110.8 million in regulatory assets under management and employs 6 people. Apricity Financial, LLC manages 1 private fund, including Strata Opportunity Zone Fund II, LLC. By regulatory assets, it ranks 5,659 of 6,004 private fund managers.
Apricity Financial, LLC private funds
1 funds · — GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Strata Opportunity Zone Fund II, LLC | Real Estate | — | $500K |
Apricity Financial, LLC owners & executives
4 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Apricity Financial, LLC manage?
Apricity Financial, LLC reports $110.8 million in regulatory assets under management on its Form ADV.
How many private funds does Apricity Financial, LLC manage?
Apricity Financial, LLC manages 1 private funds with combined gross assets of undisclosed value.
How many employees does Apricity Financial, LLC have?
Apricity Financial, LLC reports 6 employees.
Does Apricity Financial, LLC disclose fund performance?
Apricity Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 855-449-7100 |
| Fax | 203-304-6369 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$110.8M▲ 2%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
AUM vs fund managersTop 94%
Larger than 6% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$110.8Mregulatory AUM
Discretionary $87.8MNon-discretionary $23M