Applied Fundamental Research, LLC
● SEC registered since 2021CRD 167645SEC# 801-121001Cambridge, MA
Ranks #5,500 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$142.9M
Fund GAV
$111.1M
Private funds
2
Employees
5
Accounts
7
Location
Cambridge, MA
Applied Fundamental Research, LLC assets under management
Applied Fundamental Research, LLC is an investment advisory firm registered with the SEC based in Cambridge, MA. The firm has been registered since 2021. It reports $142.9 million in regulatory assets under management and employs 5 people. Applied Fundamental Research, LLC manages 2 private funds with combined gross assets of $111.1 million, including Afr Concentrated Value, LP. By regulatory assets, it ranks 5,500 of 6,004 private fund managers.
Applied Fundamental Research, LLC private funds
2 funds · $111.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Afr Concentrated Value, LP | Hedge | $98.6M | $500K |
| Afr Value Partners, L.P. | Hedge | $12.5M | $500K |
Applied Fundamental Research, LLC owners & executives
3 reported| 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 |
Frequently asked questions
How much does Applied Fundamental Research, LLC manage?
Applied Fundamental Research, LLC reports $142.9 million in regulatory assets under management on its Form ADV.
How many private funds does Applied Fundamental Research, LLC manage?
Applied Fundamental Research, LLC manages 2 private funds with combined gross assets of $111.1 million.
How many employees does Applied Fundamental Research, LLC have?
Applied Fundamental Research, LLC reports 5 employees.
Where is Applied Fundamental Research, LLC located?
Applied Fundamental Research, LLC is based in Cambridge, MA and has been SEC-registered since 2021.
Does Applied Fundamental Research, LLC disclose fund performance?
Applied Fundamental Research, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 Arrow Street, Cambridge, MA 02138 |
| Phone | 617-360-7176 |
| Office hours | 8-5 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$142.9M▼ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
AUM vs fund managersTop 92%
Larger than 8% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$142.9Mregulatory AUM
Discretionary $142.8MNon-discretionary $76K
Service providers
Auditor
Prime broker
Custodian
Administrator