Insights

Specialized Investment Focus Applied Fundamental Research (AFR) targets small and mid-cap companies with a valuation-driven approach, presenting opportunities for financial technology providers specializing in small-cap analytics and data management tools tailored to boutique investment firms.

High Net Worth Clientele AFR serves high net worth individuals and institutional investors, indicating potential for premium financial services, asset management solutions, and customized investment platforms that cater to sophisticated clients with tailored reporting and secure data handling needs.

Research-Driven Approach With a proprietary research engine combining qualitative and quantitative analysis, AFR could benefit from advanced analytics, AI-driven valuation tools, and data integration services that enhance their fundamental research methodology.

Technology Stack Utilizing Microsoft 365 and various web technologies, AFR may be open to enhancements in cybersecurity, collaborative platforms, and cloud-based portfolio management solutions that reinforce their data security and operational efficiency.

Growth Potential Given their revenue size, AFR is positioned for strategic partnerships with financial data providers and niche fintech solutions that support small and mid-cap investment strategies, offering scalable opportunities for service expansions or integrations.

Similar companies to Applied Fundamental Research, LLC

Applied Fundamental Research, LLC Tech Stack

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

  • Microsoft 365
    Email
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Lightbox
    Javascript Libraries
  • TinyMCE
    Rich Text Editors
  • HSTS
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • FitVids.js
    Web Tools And Plugins

Media & News

Applied Fundamental Research, LLC's Email Address Formats

Applied Fundamental Research, LLC uses at least 1 format(s):
Applied Fundamental Research, LLC Email FormatsExamplePercentage
First.Last@appliedfr.comJohn.Doe@appliedfr.com
30%
FL@appliedfr.comJD@appliedfr.com
25%
First@appliedfr.comJohn@appliedfr.com
15%
First.Last@appliedfr.comJohn.Doe@appliedfr.com
30%

Frequently Asked Questions

Where is Applied Fundamental Research, LLC's headquarters located?

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Applied Fundamental Research, LLC's main headquarters is located at 50 Church Street, 5th Floor. The company has employees across 1 continents, including North America.

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

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You can contact Applied Fundamental Research, LLC's main corporate office by phone at . 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?

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Applied Fundamental Research, LLC's official website is appliedfr.com and has social profiles on LinkedIn.

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

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Applied Fundamental Research, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

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

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As of January 2026, Applied Fundamental Research, LLC has approximately 6 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.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?

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Applied Fundamental Research, LLC operates in the Investment Management industry.

What technology does Applied Fundamental Research, LLC use?

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Applied Fundamental Research, LLC's tech stack includes Microsoft 365Font AwesomeJSON-LDLightboxTinyMCEHSTSX-Content-Type-OptionsFitVids.js.

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

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Applied 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?

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Applied Fundamental Research, LLC was founded in 2013.

Applied Fundamental Research, LLC

Investment ManagementMassachusetts, United States2-10 Employees

Applied Fundamental Research (AFR) is a privately held investment management firm based in Cambridge, Massachusetts. We manage concentrated portfolios of small or mid-cap businesses. 

As value investors first and foremost, we exist to compound capital on behalf of high net worth individuals and families, endowments and foundations, and institutional partners in a risk aversive manner.

AFR utilizes a defined research methodology to identify, analyze and value fundamentally mispriced equity opportunities.

At the core of our process is our proprietary research engine, comprising both qualitative and quantitative elements, which establishes the intrinsic value of a business and the margin of safety offered to the various securities within its capital structure.

Section iconCompany Overview

Headquarters
50 Church Street, 5th Floor
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
2013
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

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

Section iconFunding & Financials

  • $1M$10M

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

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