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APPLIED FUNDAMENTAL RESEARCH, LLC
CRD 167645 · SEC 801-121001
10 ARROW STREET, CAMBRIDGE, MA, 02138, United States
Phone
617-360-7176
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.9M
Discretionary AUM
$142.8M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $111.1M |
| Charitable organizations | 3 | $27.7M |
| Other investment advisers | 1 | $76K |
| Corporations/business entities | 3 | $4.0M |
States served
MA
All web addresses on file
Official SEC filing: View on IAPD