Firm profile

APPLIED FUNDAMENTAL RESEARCH, LLC

CAMBRIDGE, MACRD 167645Latest ADV April 6, 2026

Applied Fundamental Research, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cambridge, MA. Its latest Form ADV filing, dated April 6, 2026, reports $143M in regulatory assets under management, 5 employees, and 7 accounts.

Assets Under Management
$143M
Employees
5
Offices
--
Total Clients
9
Primary office
CAMBRIDGE, MA
10 ARROW STREET, CAMBRIDGE, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOTheodore H. Wagenknecht

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentCharitable represent 33.3% of total clients.
Top client categories% of clientsClients
1
Charitable
33.3%
3
2
Corporations
33.3%
3
3
Pooled Investment Vehicles
22.2%
2
4
Other Advisers
11.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$143Mas of April 6, 2026
Discretionary99.9%
$143M
100% of total RAUM99.9%
Non-discretionary0.1%
$76K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$143M
Total Accounts7
10Y AUM Change+$8M (+5.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee2:1
10Y Employee Change+2 (+66.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.