# Applied Finance Advisors

Applied Finance Advisors is an Asset Manager based in San Antonio, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Antonio, United States
- **Region:** North America
- **Address:** Greenwood Village, CO, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** appliedfinanceadvisors.com

## Regulatory record

- **CRD number:** 140054
- **SEC file number:** 801-66461
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140054

## About

Applied Finance Advisors, LLC is an SEC-registered investment adviser in San Antonio, TX, registered since 2006. The firm manages approximately $2.1 billion in regulatory assets. It has 6 employees and 4 investment advisers.

## Sectors

- Private Equity
- Real Estate
- Private Credit
- Energy Transition & Renewables

## People

- Timothy O'Brien — Founder & Managing Partner

## Questions

### How does Applied Finance Advisors source investment opportunities?

The firm relies on relationship-based origination rather than a broad auction process. O'Brien's two-decade institutional background — spanning GE Real Estate's direct investment platform and Morgan Stanley's real estate group — provides a network of operating partners, developers, and middle-market companies that generate off-market deal flow. The firm does not publicly disclose a systematic intermediary outreach program.

### Is Applied Finance Advisors a placement agent or a direct investor?

Applied Finance Advisors operates closer to an independent sponsor than a traditional placement agent. The firm frequently structures and closes transactions with its own balance-sheet commitment or a lead investor before syndicating co-investment opportunities to family offices and institutional partners on a deal-by-deal basis. This principal-side posture aligns its economics with deal-level outcomes rather than placement fees.

### Does the firm invest in renewable energy, and how?

Yes, Applied Finance Advisors participates in renewable energy through tax-equity partnerships and direct project investment in utility-scale solar and wind assets. The firm leverages the U.S. tax code's incentives for renewable development, structuring investments that appeal to taxable family-office and institutional limited partners seeking yield-oriented exposure to energy transition infrastructure.

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Last updated: 2026-06-03T20:00:00.000Z

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