Applied Academics
Firm details
- Headquarters
- New York, New York
- CRD number
- 340114
- Registered since
- June 23, 2026
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Applied Academics is an LLC that registered with the SEC in 2026 as an institutional registered investment adviser. The firm is newly formed and describes itself as a capital allocator that provides portfolio management for pooled investment vehicles and for businesses or institutions. It also lists selection of other advisers among its advisory activities. Its stated fee mix includes percentage-of-AUM fees, fixed fees, and performance-based fees. The profile indicates the firm is not an active ESG investor and is not set up as a multi-state adviser. The firm’s materials show "pension consultant" in an industry affiliations field, though the snapshot entry flags pension consultant as "No," suggesting mixed or transitional classification on that point.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Nan Zhou
EngineerCRD 8211593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 8 W 38th St
- Time zone
- ET (UTC-5)
- Office locations
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