{
  "crd_number": 290280,
  "slug": "applied-investment-strategies-capital-lp-amarillo-tx-290280",
  "primary_business_name": "APPLIED INVESTMENT STRATEGIES CAPITAL LP",
  "legal_name": "APPLIED INVESTMENT STRATEGIES CAPITAL LP",
  "dbas": [],
  "city": "Amarillo",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "11100",
  "metro": {
    "cbsa_code": "11100",
    "common_name": "Amarillo",
    "msa_name": "Amarillo, TX",
    "path": "/advisors/tx/amarillo"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2025-02-25",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-09",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://aisinvestments.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290280",
  "city_as_filed": "AMARILLO",
  "url": "https://advisorcensus.com/firm/applied-investment-strategies-capital-lp-amarillo-tx-290280",
  "display_name": "Applied Investment Strategies Capital LP",
  "summary": "Applied Investment Strategies Capital LP is an exempt reporting adviser in Amarillo, TX, filing reports since 2025. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Applied Investment Strategies Capital LP (CRD 290280): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Applied Investment Strategies Capital LP located?",
      "a": "Applied Investment Strategies Capital LP's principal office is in Amarillo, TX, according to its Form ADV."
    },
    {
      "q": "How does Applied Investment Strategies Capital LP report to regulators?",
      "a": "Applied Investment Strategies Capital LP is an exempt reporting adviser, filing reports since 2025. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 290280."
    },
    {
      "q": "Does Applied Investment Strategies Capital LP report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290280"
    },
    {
      "q": "What changed in Applied Investment Strategies Capital LP's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its legal name from Applied Investment Strategies, LLC to Applied Investment Strategies Capital LP. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-02-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-09-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its legal name from Applied Investment Strategies, LLC to Applied Investment Strategies Capital LP.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/applied-investment-strategies-capital-lp-amarillo-tx-290280.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290280",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}