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Insights

boutique focus AFR is a privately held, Cambridge-based investment manager with a concentrated, value-oriented approach. This suggests potential fit for high net worth individuals, family offices, endowments, and foundations seeking tailored, risk-aware portfolio management and outsourced research.

specialist research The firm emphasizes a proprietary research engine blending qualitative and quantitative analysis to value mispriced equities. This presents opportunities to position complementary data, research tools, or analytics partnerships that enhance their intrinsic value framework.

technology footprint AFR utilizes a modern, albeit selective, tech stack including WordPress, Google Analytics, and security-focused components. There may be openness to upgraded analytics platforms, data feeds, or cybersecurity solutions to support research, client reporting, and site reliability.

growth potential With revenue in the 1M-10M range and a small team, AFR could benefit from scalable services such as portfolio analytics, compliance tooling, and outsourced operations to support growth while maintaining a risk-averse mandate.

client alignment AFR targets high net worth individuals, endowments, foundations, and institutional partners. This signals a strong alignment for institutional-grade reporting solutions, performance attribution, and transparent, verifiable ESG or sustainability data to meet client expectations.

Similar companies to Applied Fundamental Research, LLC

Applied Fundamental Research, LLC Tech Stack

Applied Fundamental Research, LLC uses 8 technology products and services including WordPress, Microsoft 365, JSON-LD, and more. Explore Applied Fundamental Research, LLC's tech stack below.

  • WordPress
    Content Management System
  • JSON-LD
    Javascript Frameworks
  • Choices
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • Really Simple SSL & Security
    Security
  • X-XSS-Protection
    Security
  • Google Analytics
    Web Analytics

Applied Fundamental Research, LLC's Email Address Formats

Applied Fundamental Research, LLC uses at least 3 email formats:
Applied Fundamental Research, LLC Email FormatsExamplePercentage
First.Last@appliedfr.comJohn.Doe@appliedfr.com
43%
FL@appliedfr.comJD@appliedfr.com
36%
First@appliedfr.comJohn@appliedfr.com
21%

Frequently Asked Questions

What is Applied Fundamental Research, LLC's phone number?

Minus sign iconPlus sign icon You can contact Applied Fundamental Research, LLC's main corporate office by phone at
+1-617-360-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Applied Fundamental Research, LLC's official website and social media links?

Minus sign iconPlus sign iconApplied Fundamental Research, LLC's official website is appliedfr.com and has social profiles on LinkedIn.

How much revenue does Applied Fundamental Research, LLC generate?

Minus sign iconPlus sign icon As of August 2026, Applied Fundamental Research, LLC's annual revenue is estimated to be $1M - $10M.

What is Applied Fundamental Research, LLC's NAICS code?

Minus sign iconPlus sign iconApplied Fundamental Research, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Applied Fundamental Research, LLC have currently?

Minus sign iconPlus sign iconAs of August 2026, Applied Fundamental Research, LLC has approximately 7 employees across 1 continents, including North America. Key team members include Head Of Marketing & Business Development: D. H., Co-Founder And General Partner: K. C. and Co-Founder, Managing General Partner, Portfolio Manager: T. W. Explore Applied Fundamental Research, LLC's employee directory with LeadIQ.

What industry does Applied Fundamental Research, LLC belong to?

Minus sign iconPlus sign iconApplied Fundamental Research, LLC operates in the Investment Management industry.

What technology does Applied Fundamental Research, LLC use?

Minus sign iconPlus sign iconApplied Fundamental Research, LLC's tech stack includes WordPress, Microsoft 365, JSON-LD, Choices, Lightbox, Really Simple SSL & Security, X-XSS-Protection and Google Analytics.

What is Applied Fundamental Research, LLC's email format?

Minus sign iconPlus sign iconApplied Fundamental Research, LLC's email format typically follows the pattern of First.Last@appliedfr.com. Find more Applied Fundamental Research, LLC email formats with LeadIQ.

When was Applied Fundamental Research, LLC founded?

Minus sign iconPlus sign iconApplied Fundamental Research, LLC was founded in 2013.
Applied Fundamental Research, LLC logo

Applied Fundamental Research, LLC

Investment ManagementMassachusetts, United States2-10 Employees

Applied Fundamental Research, LLC is a privately held investment management firm based in Cambridge, Massachusetts. It manages concentrated portfolios focused on small- and mid-cap businesses. The firm pursues value investing with the aim of compounding capital for its clients, which include high net worth individuals and families, endowments and foundations, and institutional partners, in a risk-averse manner.

AFR relies on a defined research methodology to identify, analyze, and value fundamentally mispriced equity opportunities. Central to its approach is a proprietary research engine that blends qualitative and quantitative analysis to establish the intrinsic value of a business and the margin of safety offered across its capital structure.

Section iconCompany Overview

Phone number
+1-617-360-****
Website
appliedfr.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
2013
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Applied Fundamental Research, LLC's revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Head Of Marketing & Business Development at Applied Fundamental Research, LLC
    D. H.
    Head Of Marketing & Business Development
    Mobile Phone
  • Co-Founder And General Partner at Applied Fundamental Research, LLC
    K. C.
    Co-Founder And General Partner
    Mobile Phone
  • Co-Founder, Managing General Partner, Portfolio Manager at Applied Fundamental Research, LLC
    T. W.
    Co-Founder, Managing General Partner, Portfolio Manager
    Mobile Phone
  • Manager, Finance And Operations at Applied Fundamental Research, LLC
    M. D.
    Manager, Finance And Operations
    Mobile Phone
  • Business Development Partner at Applied Fundamental Research, LLC
    C. S. S.
    Business Development Partner
    Mobile Phone

Employee Directory

  • Sales Executives at Applied Fundamental Research, LLC
    T. W.
    Sales Executives
    Mobile Phone

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