Addicus Advisory

Asset Manager SEC-registered adviser

Legal name: Addicus Advisory, LLC

Tupelo, MS Website

AUM

$221.7M
Regulatory AUM

Private funds

41
Real Estate 39 · Other 2

Private fund assets

$106.2M
Gross asset value

Employees

35

Last Form D raise

Aug 2025
Most recent fund filing

From SEC Form ADV filing (filed Jun 30, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

A
Member, Dynamic Business Strategies
S
Chief Compliance Officer / Managing Director

Funds(41)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Ambling IV Investments, LLCReal Estate$3.9M$1.7M9Aug 2025Cool
Cypress Vieux Investors, LLCReal Estate$14.0M$1.5M3May 2024Cold
Silver Oak Capital, LLCReal Estate$1.4M$13.1M106Jan 2024Cold
Spring Creek Investors, LLCReal Estate$1.2M$12.3M113Dec 2023Cold
Crescent Flat Investors, LLCReal Estate$1.2M$12.8M81Dec 2023Cold
Consortium Energy Fund II, LPOther$2.8M——Jul 2022Cold
Falling Water Investors, LLCReal Estate$1.0M$4.3M14Dec 2021Cold
Stokes Plateau Investors, LLCReal Estate$1.0M$6.1M46Dec 2021Cold
Prime Properties Fund I, LLCReal Estate$9.7M——Nov 2021Cold
Clark Range Investors, LLCReal Estate$1.1M——Oct 2021Cold
Ambling Investments III, LLCReal Estate$11.9M——Jul 2021Cold
Mysa Hospitality Fund, LLCReal Estate$10.5M——Jul 2021Cold
222 Loyola Investors Qof, LLCReal Estate$7.2M——Jul 2021Cold
Genysis Venture Fund, LLCReal Estate$6.7M——Jul 2021Cold
Ambling Investments II, LLCReal Estate$6.2M——Jul 2021Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
282244
SEC file number
801-122401

Sources