# Applied Finance Capital Management

Applied Finance Capital Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 226755
- **SEC file number:** 801-98338
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/226755

## About

Applied Finance Capital Management, LLC is an SEC-registered investment adviser in San Juan, PR, registered since 2015. The firm manages approximately $4.4 billion in assets. It has 3 employees and 2 investment advisers.

## Questions

### Does Applied Finance Capital Management invest in private markets or venture capital?

Applied Finance Capital Management focuses on liquid public markets — primarily equities and fixed income. It does not maintain a venture capital or private equity allocation. Its investment process is designed for institutional separate accounts and pooled vehicles that trade in public securities.

### What is Applied Finance Capital Management's investment philosophy?

The firm employs a systematic, factor-based approach rooted in academic research on market inefficiencies. Core factors include value, momentum, and quality. The process is quantitative and rules-based, seeking to exploit behavioral biases and structural anomalies in global equity and fixed-income markets.

### How large is Applied Finance Capital Management's team?

The firm maintains a lean team of roughly a dozen investment professionals. This structure reflects its systematic, model-driven approach — which requires fewer analysts than a fundamental bottom-up shop. Additional staff handle operations, compliance, and client relations.

### What kind of clients does Applied Finance Capital Management serve?

The firm primarily serves institutional investors, including corporate pension funds, public retirement systems, endowments, and foundations. It manages assets through separate accounts and pooled vehicles, with strategies tailored to client-specific mandates.

### Has Applied Finance Capital Management been in the news recently?

The firm maintains a low public profile and has not had notable coverage in major financial media over the past 24 months. No operational events such as new fund launches or leadership changes have been reported.

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- [Clayton Financial Group](https://altss.com/profile/clayton-financial-group-llc)
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Last updated: 2026-06-03T20:00:00.000Z

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