Investment adviser · CRD 339159
AQI
Investment adviser filing (IA)
APPLIED QUANTITATIVE INVESTMENTS LLC
LONE TREE, CO, United States · Form ADV filed Jul 8, 2026
- Regulatory AUM
- $108M Form ADV · Item 5.F
- Client accounts
- 66 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $107,861,049 | 100.0% |
Filing source
Form ADV 2118396 · Jul 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 8, 2026. View historical filings
Reported services
Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
10465 PARK MEADOWS DRIVE, SUITE 107LONE TREE, CO, 80124, United States
CRD 339159
Filing source
Form ADV 2118396 · Jul 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.