The THE APPLIED FINANCE GROUP INTERNATIONAL is a privately held investment adviser that advises $5.46Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. THE APPLIED FINANCE GROUP INTERNATIONAL is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 343.04% over the last 5-years.
The Group has been registered with the SEC for 20.3 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 53 CALLE PALMERAS SUITE 601, SAN JUAN, PUERTO RICO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 6 investment and 3 non-investment staff. The total number of Employees increased by 28.57% over the last 5-years.
Their $5.46Bn in assets advised are owned by 0 private funds, 8 public funds and BDCs and 11 other accounts. Assets of Investment Companies (IC) clients own $4.06Bn or 74.29% of Total Assets and Sovereign Wealth Funds and Foreign Official Institutions own $684.14mn or 12.53% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Investment Companies (IC) and Sovereign Wealth Funds and Foreign Official Institutions.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 4 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
THE APPLIED FINANCE GROUP INTERNATIONAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.