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Building 2APPLIED FUNDAMENTAL RESEARCH, LLC

Map pinCAMBRIDGE, MA
Phone617-360-7176
NotebookSEC #801-121001
Total AUM
$142.9M
Employees
5
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 ARROW STREET
CAMBRIDGE
MA 02138
United States
Operating Hours
8-5
Monday - Friday
Phone
617-360-7176

ReceiptFinancials

Total AUM
$142.9M
Accounts
7
Discretionary
$142.8M
Accounts
6
Non-Discretionary
$75.7K
Accounts
1

ContactClients

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Pooled Vehicle Clients
2
AUM
$111.1M
Charitable Organization Clients
3
AUM
$27.7M
Investment Advisor Clients
1
AUM
$75.7K
Corporation or Business Clients
3
AUM
$4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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