Applied Academics LLC is a registered investment advisor based in New York City that specializes in selecting third-party investment managers to handle client assets. Applied Academics conducts quantitative due diligence and research to recommend hiring and firing outside investment managers for clients, but does not place trades or manage individual accounts directly. In addition to selecting third-party managers, Applied Academics advises a private pooled investment fund. The firm primarily limits its investment focus to equities while working to diversify portfolios when appropriate. Client investment strategies are tailored based on individual investment policy statements and risk tolerance levels. Applied Academics does not participate in wrap fee programs and maintains no account minimums.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fees are up to 0.20% annually for selecting third-party advisers. Qualified clients may also pay up to a 20.00% performance fee based on capital appreciation. Fees are generally negotiable.