Applied Fundamental Research, LLC

RIASEC RegisteredEst. 2021

Total AUM

$143M

Discretionary

$143M

100% of AUM

Avg account

$20.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Cambridge, Massachusetts
CRD number: 167645
Registered since: April 29, 2021
Website: www.appliedfr.com
Custodians: THE BANK OF NEW YORK MELLON, NATIONAL FINANCIAL SERVICES LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles77.77%
Charitable Organizations19.41%
Corporations / Businesses2.77%
Other Investment Advisers0.05%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Applied Fundamental Research, LLC is a privately owned hedge fund-style adviser that registered with the SEC in 2021. The firm serves primarily institutional clients and operates both managed pooled vehicles and separate accounts, acting as sponsor/GP/managing member for its pooled products. Its compensation combines a percentage-of-AUM element with performance-based fees. Advisory services include portfolio management for individuals and small businesses, pooled investment vehicles, and institutions. The firm does not identify as an active ESG investor.