Applied Finance Partner

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

3941 Fountain Cir, Fountainville, Pennsy...

Phone Number

(215) 766-7487

Revenue

$5.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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May
ZI Rank
1
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About Applied Finance Partner

Applied Finance Capital Management specializes in constructing Valuation Driven equity portfolios for institutional investors and wealth managers. The firm prioritizes intrinsic value in its investment processes, seeking companies trading below their true value instead of focusing on low multiples. As an employee-owned company, it boasts a team of equity partners with an average tenure of over 18 years, ensuring deep expertise and commitment to their clients. Applied Finance is known for its quantitative valuation strategies and thought leadership in value investment management.Explore more
Applied Finance Partner's Social MediaPopular SearchesApplied Finance PartnerApplied FinanceApplied Finance IncApplied Finance & MortgageApplied Finance & Mortgage Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Applied Finance Partner Org Chart

PhoneEmail
JM
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Director, Trading

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SM
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Partner

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CK
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Analyst

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SS
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Equity Analyst

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SK
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Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Applied Finance Partner

$5.2M
11-50
Private
-
1995
JM
John McErleanDirector, Trading
$10.5M
11-50
Private
-
2013
Patrick Huvane, Chief Financial Officer at Teton Advisors
Patrick HuvaneChief Financial Officer
$6.6M
11-50
Private
<$5M
1999
AG
Abigail GabrielseChief Operating Officer
<$5M
11-50
Private
-
2003
PL
Pearce LandryChief Investment Officer
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2013
N/A
<$5M
1-10
Private
-
2019
BG
Brett GreenfieldManager, Investment
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Applied Finance Partner Tech Stack

A closer look at the technologies used by Applied Finance Partner

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Frequently Asked Questions Regarding Applied Finance Partner

What is Applied Finance Partner's official website?
Applied Finance Partner's official website is www.appliedfinance.com
What is Applied Finance Partner's Revenue?
Applied Finance Partner's revenue is $5.2 Million
What is Applied Finance Partner's SIC code?
Applied Finance Partner's SIC: 62,628
What is Applied Finance Partner's NAICS code?
Applied Finance Partner's NAICS: 52,523
How many employees does Applied Finance Partner have?
Applied Finance Partner has 11-50 employees
What industry does Applied Finance Partner belong to?
Applied Finance Partner is in the industry of: Finance, Securities Trading
What is Applied Finance Partner competition?
Applied Finance Partner top competitors include: Journey Capital Advisers, QVest, Teton Advisors, Granville Capital
What technology does Applied Finance Partner use?
Some of the popular technologies that Applied Finance Partner uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS
How do I contact Applied Finance Partner?
Applied Finance Partner contact info: Phone number: (215) 766-7487 Website: www.appliedfinance.com
What does Applied Finance Partner do?

Applied Finance Capital Management specializes in constructing Valuation Driven equity portfolios for institutional investors and wealth managers. The firm prioritizes intrinsic value in its investment processes, seeking companies trading below their true value instead of focusing on low multiples. As an employee-owned company, it boasts a team of... equity partners with an average tenure of over 18 years, ensuring deep expertise and commitment to their clients. Applied Finance is known for its quantitative valuation strategies and thought leadership in value investment management.Read More

What are Applied Finance Partner social media links?
Applied Finance Partner Linkedin page Applied Finance Partner Twitter page
Is Applied Finance Partner a public company?
Applied Finance Partner is private company therefore does not currently have an official ticker symbol
See more information about Applied Finance Partner

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