RIA Intel›Advisers›Massachusetts›APPLIED FUNDAMENTAL RESEARCH, LLC

APPLIED FUNDAMENTAL RESEARCH, LLC

Advisory

N·CAMBRIDGE, MA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$143M
1-Year AUM Growth
-2.8%
3-Year CAGR
+6.2%
Employees
3
Assets Under Management
Total AUM$143M
Discretionary AUM$143M
Non-Discretionary AUM$76K
Discretionary %99.9%
Total Clients10
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record5
First FilingMar 30, 2021
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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