| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Afr Concentrated Value, LP | Hedge | $93.9M | $500K |
| Afr Value Partners, L.P. | Hedge | $10.3M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Francis Curran Control | Member | 25-50% | 2013 |
| Theodore H. Wagenknecht Control | Manager, Member | 50-75% | 2013 |
| Theodore H. Wagenknecht Control | Cco | 50-75% | 2024 |
Applied Fundamental Research, LLC reports $150 million in regulatory assets under management on its Form ADV.
Applied Fundamental Research, LLC manages 2 private funds with combined gross assets of $104.2 million.
Applied Fundamental Research, LLC reports 6 employees.
Applied Fundamental Research, LLC is based in Cambridge, MA and has been SEC-registered since 2021.
Applied Fundamental Research, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 50 Church Street, 5th Floor, Cambridge, MA 02138 |
| Phone | 617-360-7176 |
| Office hours | 5-Aug |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $149.9M |
| Non-discretionary | $74K |
| Total (RAUM) | $150M |