Apricity Financial, LLC
● SEC registered since 2025CRD 330201SEC# 801-134856
Ranks #5,644 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$110.8M
Fund GAV
—
Private funds
1
Employees
6
Accounts
182
Location
—
About Apricity Financial
Apricity Financial, operating as Apricity Advisors, provides strategic wealth guidance including chief planning officer support, insurance protection, investment banking consulting for M&A, and asset management. Its process emphasizes listening, organizing financial data, educating clients, and reviewing plans as circumstances change.
Summary based on the firm’s website.
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 5,644 of 5,974 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 |
| Michael Scott Berry Control | Member | Over 75% | 2011 |
Frequently 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, monthlySep '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,369 advisers
AUM vs fund managersTop 94%
Larger than 6% of 5,974 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 56%
More than 44% of 16,804 advisers
Assets under management
$110.8Mregulatory AUM
Discretionary $87.8MNon-discretionary $23M