1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2APPLIED FINANCE CAPITAL MANAGEMENT, LLC

Map pinSAN JUAN, PR
Phone800-673-0400
NotebookSEC #801-98338
Total AUM
$4.4B
Employees
3
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
53 CALLE PALMERAS
SUITE 601
SAN JUAN
PR 00901
United States
Operating Hours
9AM - 5PM, EASTERN TIME
Monday - Friday
Phone
800-673-0400

ReceiptFinancials

Total AUM
$4.4B
Accounts
3,390
Discretionary
$1.7B
Accounts
2,719
Non-Discretionary
$2.7B
Accounts
671

ContactClients

View more in analytics →

Banking Clients
3
AUM
$358.1M
Investment Company Clients
1
AUM
$2B
Investment Advisor Clients
6
AUM
$361.6M
Sovereign Wealth Fund Clients
2
AUM
$684.1M
Other Clients
7
AUM
$1B
Description of Other Clients
BROKER PLATFORMS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO TRADING MODELS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PR

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account