Applied Academics

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
19
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Nan Zhou

    Nan Zhou

    EngineerCRD 8211593

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth