APPLIED FINANCE CAPITAL MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$4,443,037,725
Discretionary
$1,718,338,977
Non-discretionary
$2,724,698,748
Firm details
- CRD number
- 226755
- SEC file number
- 801-98338
- Main office
- SAN JUAN, PR, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://appliedfinance.com
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.