Insights

Niche Market Focus Applied Fundamental Research specializes in managing concentrated, value-oriented portfolios in the small and mid-cap segment, presenting opportunities for tailored financial products and services that cater to high-net-worth individuals, family offices, and institutional clients seeking specialized investment strategies.

Proprietary Research Strength With a proprietary research engine combining qualitative and quantitative analysis, AFR emphasizes its unique approach to identifying undervalued securities, making it a prime candidate for technology partnerships, data enhancement tools, or research platform integrations.

Limited Workforce, Niche Service Operating with a small team of 2-10 employees, AFR values personalized service and specialized research, indicating potential opportunities for consultancy, boutique financial software solutions, or support services aimed at small firms.

Growth in Revenue Range Despite its small size, AFR generates approximately one to ten million dollars in revenue, suggesting a capacity and interest in scalable financial tools or service offerings that can support incremental growth and enhanced portfolio management.

Alignment with Financial Data Firms AFR’s focus on fundamental research and value investing aligns well with larger market intelligence providers, presenting potential sales opportunities for premium data feeds, analytical tools, and market research subscriptions tailored to small and mid-cap investment managers.

Applied Fundamental Research, LLC Tech Stack

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

Font Awesome

Font Scripts

JSON-LD

Javascript Frameworks

jQuery Migrate

Javascript Libraries

HSTS

Security

X-XSS-Protection

Security

Really Simple SSL & Security

Security

HTTP/3

Web & Portal Technology

FitVids.js

Web Tools And Plugins

Applied Fundamental Research, LLC Email Formats	Example	Percentage
First.Last@appliedfr.com	John.Doe@appliedfr.com	43%
FL@appliedfr.com	JD@appliedfr.com	36%
First@appliedfr.com	John@appliedfr.com	21%

Applied Fundamental Research, LLC Email Formats

Example

Percentage

First.Last@appliedfr.com

John.Doe@appliedfr.com

43%

FL@appliedfr.com

JD@appliedfr.com

36%

First@appliedfr.com

John@appliedfr.com

21%

Frequently Asked Questions

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

Applied Fundamental Research, LLC's main headquarters is located at 50 Church Street 5th Floor Cambridge, Massachusetts 02138 United States. The company has employees across 1 continents, including North America.

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

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?

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

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

Applied Fundamental Research, LLC's NAICS code is 5239 - Other Financial Investment Activities.

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

As of May 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?

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

What technology does Applied Fundamental Research, LLC use?

Applied Fundamental Research, LLC's tech stack includes Font AwesomeJSON-LDjQuery MigrateHSTSX-XSS-ProtectionReally Simple SSL & SecurityHTTP/3FitVids.js.

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

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?

Applied Fundamental Research, LLC was founded in 2013.

Applied Fundamental Research, LLC

Q: What technology does Applied Fundamental Research, LLC use?

Applied Fundamental Research, LLC's tech stack includes Nginx, WordPress, GoDaddy, HSTS, X-XSS-Protection.

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

Applied Fundamental Research, LLC's NAICS code is 5239 (Other Financial Investment Activities).

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.

Insights

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