AOT INVEST LLC
  • AOT INVEST LLC

Adviser Profile

As of Date 04/22/2026
Registration SEC, Approved, 04/25/2022
ADV Location DAVENPORT, IA, United States
Contact Info 563 xxxxxxx
Websites
AUM* 93,870,000 194%
of that, discretionary 93,870,000 100%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 46,935,000 47%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

94M 80M 67M 54M 40M 27M 13M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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