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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $150M | $149.9M | $73.5K | 6 | 0 |
| May 2024 | $163.4M | $161M | $2.5M | 6 | 0 |
| Mar 2024 | $163.4M | $161M | $2.5M | 6 | 0 |
| Mar 2023 | $168.1M | $163.4M | $4.7M | 6 | 0 |
| Mar 2022 | $240.9M | $227.9M | $13M | 5 | 0 |
| Mar 2021 | $135.3M | $135.3M | $0 | 3 | 0 |
DateMar 2025
Total AUM$150M
Discretionary$149.9M
Non-Disc.$73.5K
Employees6
Clients0
DateMay 2024
Total AUM$163.4M
Discretionary$161M
Non-Disc.$2.5M
Employees6
Clients0
DateMar 2024
Total AUM$163.4M
Discretionary$161M
Non-Disc.$2.5M
Employees6
Clients0
DateMar 2023
Total AUM$168.1M
Discretionary$163.4M
Non-Disc.$4.7M
Employees6
Clients0
DateMar 2022
Total AUM$240.9M
Discretionary$227.9M
Non-Disc.$13M
Employees5
Clients0
DateMar 2021
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees3
Clients0