INVESTMENT RESEARCH PARTNERS
INVESTMENT RESEARCH PARTNERS LLC Legal Name
Adviser information for INVESTMENT RESEARCH PARTNERS last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 605 | $300.8M |
| Non-Discretionary | 0 | $0 |
| Total | 605 | $300.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $73.2M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $227.6M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsFINANCIAL CONSULTING; BUSINESS CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-116836 |
|---|---|
| SEC ERA File Number | 801-116836 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 304315 |
| Legal Entity Identifier | None |
Principal Office
801-1 PIKE STREETLEMONT
PA
United States
Monday - Friday, 9AM - 5PM
Tel: 814-966-7206, Fax: None
Chief Compliance Officer
ASHLEIGH SWAYZE
5 INDEPENDENCE WAY
SUITE 300
PRINCETON
NJ
United States
Tel:
(646) 395-3900
I***@************M
(Full email address available in API data)
Industry Affiliates
| AVAIL INVESTMENT PARTNERS, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FOUNDATION GREEN INCOME FUND LP | Hedge Fund | $17.6M | $0.3M | 30 |
| FOUNDATION PREMIUM INCOME FUND, LP | Hedge Fund | $55.6M | $0.3M | 98 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WILDY, MARTIN, ANTHONY | Individual | – | CO-FOUNDER | 06/2019 | 25-50% |
| CABER, GEOFFREY, PATRICK | Individual | – | CO-FOUNDER | 06/2019 | 25-50% |
| FEINZIG, STUART, CHARLES | Individual | – | MEMBER | 06/2019 | 5-10% |
| GREENFIELD, BRETT, A | Individual | – | PARTNER | 01/2020 | 10-25% |
| VARNER, DEREK, WADE | Individual | – | PARTNER | 03/2021 | 10-25% |
| SWAYZE, ASHLEIGH, COOPER | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2020 | < 5% |