AQI

Legal name: APPLIED QUANTITATIVE INVESTMENTS LLC

CRD 339159File 801-135052

APPROVED

Custody

Filing as of Jul 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$107.9M

Bottom 25% of cohort (national)

Discretionary AUM

$107.9M

Clients

66 accounts

Employees

Bottom 25% of cohort in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Feb 5, 2026
Principal office: 10465 PARK MEADOWS DRIVE, SUITE 107, LONE TREE, CO, 80124
Phone: 303-529-2740
Website: https://www.aqinvest.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $107.9M
Discretionary AUM: $107.9M
Non-discretionary AUM: $0
Discretionary accounts: 66
Non-discretionary accounts: 0
Total accounts: 66
AUM per client: —

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other investment advisers	Fewer than 5	$107.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other
Selection of other advisers
Portfolio management for businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.