Applied Invest

Affiliated Private Investors, founded in 1995 and based in West Palm Beach, Florida, is a private investment advisory firm serving private investors, family offices, and foundations with financial planning, custom asset allocation, and private and direct equity investments. They are registered with the SEC and operate as a multi-family office.

Investar Financial, a family office investment firm founded in 2000 and headquartered in Irving, Texas, focuses on majority and minority investments in private equity and diverse real estate asset classes. The firm emphasizes collaboration with management teams to create long-term shareholder value.

Apolis is a Monaco-based single-family office managing a globally diversified portfolio primarily focused on private debt and fixed income instruments. Established with a principles-based value investing approach, it emphasizes capital preservation, conservative risk management, and consistent above-average returns across economic cycles.

Avantia Investment Services LLC, founded in 1997 and based in New York, operates as a privately owned private equity firm that invests across multiple sectors including consumer products, healthcare, industrials, and technology, serving middle-market companies with tailored wealth management solutions.

Beninvest & Associates LLC, based in Manhattan, New York, is an alternative investment firm specializing in market-neutral strategies, hedge funds, fintech, and strategic international business development. It operates a family office and utilizes advanced trading technologies without any specific real estate focus mentioned.

Ascan Investments is a New York-based single-family office founded in 2020, focused on high-growth investments in technology, healthcare, real estate, and transportation. The firm strategically manages the family’s principal assets while exploring diverse sectors to maximize returns.