APPLIED INVESTMENT STRATEGIES, LLC

Overview

Applied Investment Strategies, LLC is a limited liability company that registers as an SEC adviser in 2025 and operates in commodity-related advisory roles. The firm is identified as a CPO or CTA, which indicates its primary activity centers on managing or advising commodity pools or commodity trading programs rather than traditional long-only equity advisory. Its ownership structure is listed as a domestic entity and individual. Applied Investment Strategies does not identify as an active ESG investor, is not a multi-state adviser, and is not characterized as a capital allocator or a pension consultant. Industry affiliations reported for Applied Investment Strategies include relationships with other investment advisers, an insurance company, and roles as a sponsor of limited partnerships (excluding pooled-investment vehicles). Those affiliations suggest the firm’s activities may intersect with institutional distribution or structured/pooled product sponsorship in addition to its CPO/CTA duties.

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