AUMdb

Aot Invest Llc

SEC-registered Mutual Fund / Asset Manager · Boutique (under $100M) CRD 319016 · SEC file 801-124742 · Davenport, IA · www.linkedin.com
☆ Save with Pro ADV data as of Apr 22, 2026
Regulatory AUM
$93.9M
Discretionary
$93.9M
Clients
2
Avg AUM / client
$46.9M
Accounts
2
Employees
1

AUM over time

$15.1M $93.9M
Jul 1, 2022 Apr 22, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 22, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 2 $93.9M 100.0%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
John Tinsman Managing Member, Chief Compliance Officer Feb 2022 (5y) 25% – 50%
Tinsman, Christopher, Crawford Member Feb 2022 (5y) 25% – 50%
Tinsman, Winfield, Scott Member Feb 2022 (5y) 25% – 50%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Twin State Inc Member Feb 2022 A 25% – 50%

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/22/2026 894 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Other fees
  • AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES

Services

  • Portfolio management for investment companies

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.

View current Form ADV (SEC/IAPD) ↗