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APPLIED FINANCE CAPITAL MANAGEMENT, LLC
CRD 226755 · SEC 801-98338
53 CALLE PALMERAS, SUITE 601, SAN JUAN, PR, 00901, United States
Phone
800-673-0400
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.44B
Discretionary AUM
$1.72B
Team
3 total employees; 2 advisory reps; 9 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)PORTFOLIO TRADING MODELS
Client types
| Type | Clients | AUM |
|---|---|---|
| Banking/thrift institutions | 3 | $358.1M |
| Investment companies | 1 | $2.01B |
| Other investment advisers | 6 | $361.6M |
| Sovereign wealth funds | 2 | $684.1M |
States served
PR
All web addresses on file
Official SEC filing: View on IAPD