Form D · Hedge Fund

AFR Concentrated Value, L.P.

Cambridge, MA · CIK 0001616074

Offering snapshot reported Aug 4, 2026 · SEC filing

Reported sold: $113M
Investors reported: 39
Minimum accepted: $500K
First sale: Jul 31, 2014

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 4, 2026	Initial	$112,736,087	No comparison	39	SEC filing
Aug 7, 2025	Initial	$112,336,087	No comparison	Not reported	SEC filing
Aug 8, 2024	Initial	$111,586,087	No comparison	41	SEC filing
Aug 4, 2023	Initial	$108,907,345	No comparison	45	SEC filing
Aug 4, 2022	Initial	$106,807,345	No comparison	44	SEC filing
Oct 29, 2021	Amendment	$48,140,992	$0vs Aug 6, 2021	30	SEC filing
Aug 6, 2021	Initial	$48,140,992	No comparison	Not reported	SEC filing
Aug 6, 2020	Initial	$32,626,960	No comparison	23	SEC filing
Aug 6, 2019	Amendment	$2,336,015	$576,000vs Aug 1, 2018	6	SEC filing
Aug 1, 2018	Amendment	$1,760,015	$60,015vs Aug 2, 2017	5	SEC filing
Aug 2, 2017	Amendment	$1,700,000	$265,000vs Jul 29, 2016	5	SEC filing
Jul 29, 2016	Amendment	$1,435,000	$750,000vs Aug 6, 2015	4	SEC filing
Aug 6, 2015	Amendment	$685,000	$505,000vs Aug 7, 2014	2	SEC filing
Aug 7, 2014	Initial	$180,000	No comparison	2	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-593078

Source: Form D, filed Aug 4, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

AFR CONCENTRATED VALUE, LP

Investment adviser: APPLIED FUNDAMENTAL RESEARCH, LLC

Gross asset value: $98.6M
Beneficial owners: 30
ADV minimum commitment: $500K

Reported in Form ADV on Apr 6, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STP INVESTMENT SERVICES OCEANPORT, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHLAND PARTNERS & COMPANY LLP CENTRAL POINT, Oregon, United States

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker JONESTRADING THOUSAND OAKS, California, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ASHLAND PARTNERS & COMPANY LLP
PCAOB 3783

GOLDMAN SACHS & CO. LLC
SEC 8-129

JONESTRADING
CRD 6888 · SEC 8-26089

Filing source

Form ADV 2091800 · Apr 6, 2026 · Schedule D 7.B.(1), fund 805-5836809009

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Llc Afr Cv Gp,	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

10 Arrow Street
Cambridge, MA, 02138