Applied Fundamental Research, LLC
Applied Fundamental Research, LLC is an SEC-registered asset manager in Cambridge, MA with $142.9M assets under management (AUM, regulatory AUM), -5% over one year. See who owns Applied Fundamental Research, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167645, SEC 801-121001, data through 2026-04-06.
- AUM (assets under management / regulatory AUM)
- $142.9M (2026-04-06)
- Firm type
- Asset Manager
- Location
- Cambridge, MA
- Employees
- 5
- Clients
- 8
- CRD
- 167645
- Ownership
- CURRAN, KEVIN, FRANCIS; DDJ CAPITAL MANAGEMENT LLC; WAGENKNECHT, THEODORE, H.; Daneva-Brown, Denitsa, Georgieva; BREAZZANO, DAVID, JOHN
How much AUM does Applied Fundamental Research, LLC have?
Applied Fundamental Research, LLC reported $142.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-06).
Who owns Applied Fundamental Research, LLC?
Disclosed owners and executives of Applied Fundamental Research, LLC include CURRAN, KEVIN, FRANCIS, DDJ CAPITAL MANAGEMENT LLC, WAGENKNECHT, THEODORE, H., Daneva-Brown, Denitsa, Georgieva, BREAZZANO, DAVID, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.