Applied Academics

Overview

Applied Academics is organized as a limited liability company and registered with the SEC in 2026. The firm identifies as an institutional RIA under individual ownership and positions itself as a capital allocator that provides portfolio management for pooled investment vehicles and for businesses or other institutions. Its stated advisory activities also include the selection of other advisers, indicating a role in manager selection or sub-advisor oversight rather than only direct security selection. The firm employs a mix of fee arrangements — percentage-of-AUM, fixed fees, and performance-based fees — and is newly formed. Records indicate it is not an active ESG investor and is not registered as a multi-state adviser. The firm also records an industry affiliation tied to pension consulting.

Assets & Accounts

Investments & Alternatives

Location & Offices