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Applied Finance Capital Management, LLC

● SEC registered since 2015CRD 226755SEC# 801-98338San Juan, PR
Export (members)
Reg. AUM
$4.44B
Employees
3
Accounts
3,390
Location
San Juan, PR

Applied Finance Capital Management, LLC assets under management

Applied Finance Capital Management, LLC is a registered investment adviser overseen by the SEC based in San Juan, PR. The firm has been registered since 2015. It reports $4.4 billion in regulatory assets under management and employs 3 people.
appliedfinance.comView on SEC.gov ↗

Applied Finance Capital Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel James Obrycki ControlManaging Member50-75%2015
David Dwain JonesChief Compliance OfficerUnder 5%2015
Rafael (nmn) Resendes ControlManaging Member50-75%2015

Frequently asked questions

How much does Applied Finance Capital Management, LLC manage?

Applied Finance Capital Management, LLC reports $4.4 billion in regulatory assets under management on its Form ADV.

How many employees does Applied Finance Capital Management, LLC have?

Applied Finance Capital Management, LLC reports 3 employees.

Where is Applied Finance Capital Management, LLC located?

Applied Finance Capital Management, LLC is based in San Juan, PR and has been SEC-registered since 2015.

Does Applied Finance Capital Management, LLC disclose fund performance?

Applied Finance Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address53 Calle Palmeras, Suite 601, San Juan, PR 00901
Phone800-673-0400
Office hours9a.m. - 5p.m., Eastern Time
SEC regionMiami Regional Office (MIRO)
CIK1966007
Discloses disciplinary historyNo

Regulatory AUM

$4.44B▼ 9%
Mar '25 — $4.86BApr '25 — $4.86BMay '25 — $4.86BJun '25 — $4.86BJul '25 — $4.86BAug '25 — $4.86BSep '25 — $4.86BOct '25 — $4.86BNov '25 — $4.86BDec '25 — $4.86BJan '26 — $4.86BFeb '26 — $4.86BMar '26 — $4.44BApr '26 — $4.44BMay '26 — $4.44BJun '26 — $4.44B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$4.44Bregulatory AUM
Discretionary $1.72BNon-discretionary $2.72B