Aot Invest Llc
SEC-registered
Mutual Fund / Asset Manager · Small ($100M–$1B)
CRD 319016
· SEC file 801-124742
· Davenport, IA
· www.linkedin.com
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ADV data as of Aug 20, 2026
- Regulatory AUM
- $103M
- Discretionary
- $103M
- Clients
- 1
- Avg AUM / client
- $103M
- Accounts
- 1
- Employees
- 1
AUM over time
$15.1M
$103M
Jul 1, 2022
Aug 20, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $103M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| 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)
| Entity | Title / status | Since | Sch. | 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)
| Form | Period | Size | |
|---|---|---|---|
| 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: Aug 20, 2026.
View current Form ADV (SEC/IAPD) ↗