Applied Fundamental Research, LLC
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
FINTRXOverview
Applied Fundamental Research, LLC is organized as a limited liability company that operates as a hedge fund manager serving institutional clients while also providing portfolio management for individuals, pooled vehicles, and businesses or institutions. The firm acts as sponsor/GP and managing member of pooled investment vehicles and charges a combination of asset-based and performance fees. Its disclosed preferences tilt toward public equities, and it maintains separate managed account activity alongside private fund management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2Kevin Curran
Co-FounderCRD 6189097
Theodore Wagenknecht
Co-Founder & Portfolio ManagerCRD 5902171
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$389K in ETFs
100%
$389K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV) | BlackRock | Passive | Technology | $389K | 4,294 | 100.00% |
Location
Cambridge, MA
Middlesex
Location
Cambridge, MA
Headquartered in Cambridge, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 10 Arrow St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Etre LLC
RIACambridge, MA
Fayerweather Management, LLC
RIACambridge, MA
East Horizon Investments
RIACambridge, MA
Kendall Wealth LLC
RIACambridge, MA
Clarus Ventures, LLC
RIACambridge, MA
Pinney & Scofield, Inc.
RIACambridge, MA