| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel James Obrycki Control | Managing Member | 50-75% | 2015 |
| David Dwain Jones | Chief Compliance Officer | Under 5% | 2015 |
| Rafael (nmn) Resendes Control | Managing Member | 50-75% | 2015 |
Applied Finance Capital Management, LLC reports $4.9 billion in regulatory assets under management on its Form ADV.
Applied Finance Capital Management, LLC reports 3 employees.
Applied Finance Capital Management, LLC is based in San Juan, PR and has been SEC-registered since 2015.
Applied Finance Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 53 Calle Palmeras, Suite 601, San Juan, PR 00901 |
| Phone | 800-673-0400 |
| Office hours | 9a.m. - 5p.m., Eastern Time |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1966007 |
| Discloses disciplinary history | No |
| Discretionary | $2.6B |
| Non-discretionary | $2.27B |
| Total (RAUM) | $4.86B |