APPLIED FUNDAMENTAL RESEARCH, LLC

APPLIED FUNDAMENTAL RESEARCH, LLC of CAMBRIDGE, MA is an SEC-registered investment adviser (CRD 167645). Regulatory assets under management: $142.9M.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles, Investment cos.

Officers, owners & control persons (7)

NameRoleLocation
Theodore H WagenknechtCCO; MANAGER, MEMBER
Kevin Francis CurranMEMBER
BREAZZANO DAVID JOHNMANAGER AND PRESIDENT
WAGENKNECHT THEODORE HCCO; MANAGER, MEMBER; MANAGER, MEMBER, CCO
CURRAN KEVIN FRANCISMEMBER
Daneva-Brown Denitsa GeorgievaCCO AND DIRECTOR OF FINANCE
Theodore H. WagenknechtCCO; MANAGER, MEMBER

Private funds (2)

FundTypeFormedOwnersGross asset valueMin investment
AFR CONCENTRATED VALUE, LPHedge FundDelaware30$98.6M$500K
AFR VALUE PARTNERS, L.P.Hedge FundDelaware7$12.5M$500K

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