APPLE TREE ASSET MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$151,850,105
Discretionary
$118,206,639
Non-discretionary
$33,643,466
Firm details
- CRD number
- 298437
- SEC file number
- 801-130668
- Main office
- FORT WAYNE, IN, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.