APPLIED FINANCE CAPITAL MANAGEMENT, LLC
CRD #226755 SEC #801-98338 SAN JUAN, PR 800-673-0400
SEC Registered
Total AUM
$4.9B
Discretionary
$2.6B
Employees
3
Clients
--
Accounts
3,809
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.9B | $2.6B | $2.3B | 3 | 10 |
| Jul 2024 | $4.4B | $2.4B | $2B | 3 | 8 |
| Mar 2024 | $3B | $1.3B | $1.7B | 4 | 8 |
| Mar 2023 | $2.2B | $867.9M | $1.4B | 4 | 14 |
| Nov 2022 | $2.2B | $860M | $1.3B | 3 | 12 |
| Mar 2022 | $832.4M | $31.9M | $800.5M | 3 | 4 |
| Aug 2021 | $746.1M | $5.1M | $741M | 3 | 5 |
| Mar 2021 | $746.1M | $5.1M | $741M | 3 | 5 |
| Mar 2020 | $731.8M | $3.9M | $727.9M | 4 | 6 |
| Oct 2019 | $749.2M | $3.2M | $746M | 4 | 14 |
| Apr 2019 | $574.3M | $33K | $574.3M | 4 | 1 |
| Nov 2018 | $719M | $0 | $719M | 4 | 0 |
| May 2018 | $719M | $0 | $719M | 4 | 0 |
| Apr 2018 | $0 | $0 | $0 | 4 | 0 |
| Apr 2017 | $0 | $0 | $0 | 4 | 0 |
| Mar 2016 | $0 | $0 | $0 | 4 | 0 |
| May 2015 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$4.9B
Discretionary$2.6B
Non-Disc.$2.3B
Employees3
Clients10
DateJul 2024
Total AUM$4.4B
Discretionary$2.4B
Non-Disc.$2B
Employees3
Clients8
DateMar 2024
Total AUM$3B
Discretionary$1.3B
Non-Disc.$1.7B
Employees4
Clients8
DateMar 2023
Total AUM$2.2B
Discretionary$867.9M
Non-Disc.$1.4B
Employees4
Clients14
DateNov 2022
Total AUM$2.2B
Discretionary$860M
Non-Disc.$1.3B
Employees3
Clients12
DateMar 2022
Total AUM$832.4M
Discretionary$31.9M
Non-Disc.$800.5M
Employees3
Clients4
DateAug 2021
Total AUM$746.1M
Discretionary$5.1M
Non-Disc.$741M
Employees3
Clients5
DateMar 2021
Total AUM$746.1M
Discretionary$5.1M
Non-Disc.$741M
Employees3
Clients5
DateMar 2020
Total AUM$731.8M
Discretionary$3.9M
Non-Disc.$727.9M
Employees4
Clients6
DateOct 2019
Total AUM$749.2M
Discretionary$3.2M
Non-Disc.$746M
Employees4
Clients14
DateApr 2019
Total AUM$574.3M
Discretionary$33K
Non-Disc.$574.3M
Employees4
Clients1
DateNov 2018
Total AUM$719M
Discretionary$0
Non-Disc.$719M
Employees4
Clients0
DateMay 2018
Total AUM$719M
Discretionary$0
Non-Disc.$719M
Employees4
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0