APPLIED FUNDAMENTAL RESEARCH, LLC
SEC RegisteredApplying rigor and discipline to identify mispriced equity opportunities
About the firm
Applied Fundamental Research (AFR) is a privately held investment management firm based in Cambridge, Massachusetts. The firm executes a rigorous fundamental diligence process to concentrate portfolios in 10 to 20 carefully selected public companies, inviting long-term investors to compound capital in an ethical and transparent partnership.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management focused on concentrated portfolios of 10 to 20 carefully selected public companies through rigorous fundamental diligence
Who they serve
Long-term investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 2 | $111M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. APPLIED FUNDAMENTAL RESEARCH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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