RIA Intelligence

APPLIED FUNDAMENTAL RESEARCH, LLC

CRD #167645 SEC #801-121001 CAMBRIDGE, MA 617-360-7176
SEC Registered Private Funds
Total AUM
$150M
Discretionary
$149.9M
Employees
6
Clients
--
Accounts
10

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Daneva-Brown, Denitsa, GeorgievaICCO AND DIRECTOR OF FINANCENA Control
Daneva-Brown, Denitsa, GeorgievaICCO AND DIRECTOR OF FINANCENA Control
Daneva-Brown, Denitsa, GeorgievaICCO AND DIRECTOR OF FINANCENA Control
WAGENKNECHT, THEODORE, H.IMANAGER, MEMBER, CCOD Control
WAGENKNECHT, THEODORE, H.IMANAGER, MEMBERD Control
WAGENKNECHT, THEODORE, H.IMANAGER, MEMBERD Control
WAGENKNECHT, THEODORE, H.IMANAGER, MEMBERD Control
WAGENKNECHT, THEODORE, H.ICCOD Control
WAGENKNECHT, THEODORE, H.IMANAGER, MEMBERD Control
WAGENKNECHT, THEODORE, H.IMANAGER, MEMBERD Control
WAGENKNECHT, THEODORE, H.ICCOD Control
CURRAN, KEVIN, FRANCISIMEMBERC Control
CURRAN, KEVIN, FRANCISIMEMBERC Control
CURRAN, KEVIN, FRANCISIMEMBERC Control
CURRAN, KEVIN, FRANCISIMEMBERC Control
CURRAN, KEVIN, FRANCISIMEMBERC Control
CURRAN, KEVIN, FRANCISIMEMBERC Control
DDJ CAPITAL MANAGEMENT LLCDEMEMBERB

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BREAZZANO, DAVID, JOHNIDDJ CAPITAL MANAGEMENT, LLCC Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (1)

MA

Address

50 CHURCH STREET
5TH FLOOR
CAMBRIDGE, MA 02138
United States
Phone: 617-360-7176