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SEC Form ADV

ADDICUS ADVISORY, LLC

Firm profile: Addicus Advisory — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMS
$221.7M
Assets Under Management
116
Total Clients
35
Employees
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Registration Details

Accession
crd-282244
Location
TUPELO, MS
Filing Date
June 30, 2026
AUM
$221.7M
Total Clients
116
Institutional Clients
42
Employees
35
Amendment
No
SEC EDGAR
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Client Types

HNW IndividualsPooled Investment Vehicles

Private Funds

41 private funds reported on Form ADV Schedule D 7.B.1, $106.2M in combined gross assets.

  • CYPRESS VIEUX INVESTORS, LLCReal Estate Fund$14.0M
  • AMBLING INVESTMENTS III, LLCReal Estate Fund$11.9M
  • MYSA HOSPITALITY FUND, LLCReal Estate Fund$10.5M
  • PRIME PROPERTIES FUND I, LLCReal Estate Fund$9.7M
  • 222 LOYOLA INVESTORS QOF, LLCReal Estate Fund$7.2M
  • GENYSIS VENTURE FUND, LLCReal Estate Fund$6.7M
  • AMBLING INVESTMENTS II, LLCReal Estate Fund$6.2M
  • AMBLING IV INVESTMENTS, LLCReal Estate Fund$3.9M
  • CONSORTIUM ENERGY FUND II, LPOther Private Fund$2.8M
  • NOLIN SANDS INVESTORS, LLCReal Estate Fund$2.0M
  • CONSORTIUM ENERGY FUND, LLCOther Private Fund$1.5M
  • SPRING VALLEY INVESTORS, LLCReal Estate Fund$1.5M
  • MAPLE HILL INVESTORS, LLCReal Estate Fund$1.5M
  • PIEDMONT SOLAR INVESTORS, LLCReal Estate Fund$1.5M
  • WOODBURY SOLAR INVESTORS, LLCReal Estate Fund$1.5M
  • SILVER OAK CAPITAL, LLCReal Estate Fund$1.4M
  • CANARD CLAY INVESTORS, LLCReal Estate Fund$1.4M
  • KINDER RESERVE INVESTORS, LLCReal Estate Fund$1.3M
  • HART SANDS INVESTORS, LLCReal Estate Fund$1.3M
  • CRESCENT FLAT INVESTORS, LLCReal Estate Fund$1.2M
  • LAGNIAPPE CLAY INVESTORS, LLCReal Estate Fund$1.2M
  • SPRING CREEK INVESTORS, LLCReal Estate Fund$1.2M
  • NET LEASE PROPERTIES FUND I, LLCReal Estate Fund$1.1M
  • CLARK RANGE INVESTORS, LLCReal Estate Fund$1.1M
  • GRAND CLAY INVESTORS, LLCReal Estate Fund$1.0M
  • FALLING WATER INVESTORS, LLCReal Estate Fund$1.0M
  • STOKES PLATEAU INVESTORS, LLCReal Estate Fund$1.0M
  • ACADIANA CLAY INVESTORS, LLCReal Estate Fund$914K
  • SABINE CLAY INVESTORS, LLCReal Estate Fund$883K
  • BREAKWATER INVESTMENTS, LLCReal Estate Fund$871K
  • DAVIS CLAY INVESTORS, LLCReal Estate Fund$821K
  • BIG CREEK INVESTORS, LLCReal Estate Fund$798K
  • RIVER BIRCH INVESTMENTS, LLCReal Estate Fund$788K
  • CUMBERLAND GAP INVESTORS, LLCReal Estate Fund$767K
  • ALLEN PINES INVESTORS, LLCReal Estate Fund$738K
  • CYPRESS EAST INVESTORS, LLCReal Estate Fund$697K
  • PREMIER CLAY INVESTORS, LLCReal Estate Fund$588K
  • BEE ROCK INVESTORS, LLCReal Estate Fund$563K
  • AVERY TRACE INVESTORS, LLCReal Estate Fund$539K
  • SILAS MINE INVESTMENTS, LLCReal Estate Fund$525K
  • AMBLING INVESTMENTS, LLCReal Estate Fund$156K

About this Adviser

ADDICUS ADVISORY, LLC is a registered investment adviser headquartered in TUPELO, MS, managing approximately $221.7M in assets across 116 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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