Kevin Curran is a CFA-designated registered investment advisor at Applied Fundamental Research, LLC, based in New York, NY, with 8 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
AFR manages investments for private investment partnerships. The management fee is 1.25% per year, paid quarterly. There is also a performance allocation, which is a percentage of the fund's net profits. For separately managed accounts, AFR may receive a management fee up to 2% of the assets in each managed account plus a performance fee equal to a percentage of the net profits on the assets under its management, as set forth in each managed account advisory agreement. This performance fee is generally 20% of net profits.
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Applied Fundamental Research, LLC
State Registrations1 state
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